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
$580M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.85M
3
+$931K
4
UDR icon
UDR
UDR
+$724K
5
TSCO icon
Tractor Supply
TSCO
+$460K

Top Sells

1
+$7.37M
2
+$2.22M
3
+$1.04M
4
BAX icon
Baxter International
BAX
+$821K
5
MOS icon
The Mosaic Company
MOS
+$757K

Sector Composition

1 Healthcare 18.48%
2 Consumer Staples 14.64%
3 Financials 13.22%
4 Technology 12.84%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.69%
128,525
-516
52
$3.95M 0.68%
26,026
-528
53
$3.93M 0.68%
73,218
+440
54
$3.85M 0.66%
78,549
-2,220
55
$3.7M 0.64%
115,481
-1,648
56
$3.66M 0.63%
+30,415
57
$3.6M 0.62%
91,380
-1,995
58
$3.59M 0.62%
45,675
-1,700
59
$3.46M 0.6%
2,353
-1,510
60
$3.37M 0.58%
140,253
-1,530
61
$3.32M 0.57%
26,435
-285
62
$3.28M 0.57%
87,674
-866
63
$3.25M 0.56%
36,320
-116
64
$3.07M 0.53%
45,869
-800
65
$3.03M 0.52%
40,910
+1,125
66
$2.96M 0.51%
23,613
-821
67
$2.91M 0.5%
46,134
-2,388
68
$2.85M 0.49%
47,991
-217
69
$2.66M 0.46%
48,809
+550
70
$2.63M 0.45%
22,835
-875
71
$2.61M 0.45%
36,205
+25,675
72
$2.55M 0.44%
49,061
+2,320
73
$2.54M 0.44%
85,460
+2,200
74
$2.53M 0.44%
52,910
-200
75
$2.48M 0.43%
29,240
-135
1 2
3
4 5