LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.76M
3
+$3.26M
4
AEP icon
American Electric Power
AEP
+$2.15M
5
MDLZ icon
Mondelez International
MDLZ
+$1.77M

Top Sells

1
+$2.57M
2
+$2.53M
3
+$1.36M
4
AAPL icon
Apple
AAPL
+$821K
5
MMM icon
3M
MMM
+$790K

Sector Composition

1 Healthcare 17.02%
2 Consumer Staples 14.28%
3 Energy 13.88%
4 Financials 13.36%
5 Technology 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03M 0.83%
73,341
-37,415
52
$4.92M 0.81%
65,380
-4,520
53
$4.8M 0.79%
183,111
-11,703
54
$4.6M 0.76%
51,095
-725
55
$4.57M 0.76%
70,135
-1,000
56
$4.16M 0.69%
48,445
-4,415
57
$4.04M 0.67%
93,116
-6,160
58
$4.03M 0.67%
41,523
-1,648
59
$3.82M 0.63%
69,102
-4,750
60
$3.63M 0.6%
136,671
-1,379
61
$3.58M 0.59%
99,172
-70,065
62
$3.58M 0.59%
77,370
-3,699
63
$3.43M 0.57%
48,579
-190
64
$3.43M 0.57%
48,904
-135
65
$3.43M 0.57%
178,795
-13,709
66
$3.29M 0.54%
35,630
-5,502
67
$3.23M 0.53%
91,370
-4,560
68
$3.22M 0.53%
60,534
-1,286
69
$2.98M 0.49%
41,654
-435
70
$2.93M 0.48%
47,459
-632
71
$2.75M 0.45%
36,556
-800
72
$2.71M 0.45%
56,757
-220
73
$2.67M 0.44%
34,994
-804
74
$2.66M 0.44%
74,375
75
$2.48M 0.41%
61,866
-2,075
1 2
3
4 5