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
$598M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.53M
3
+$3.33M
4
EBAY icon
eBay
EBAY
+$2.94M
5
SJM icon
J.M. Smucker
SJM
+$2.59M

Top Sells

1
+$4.24M
2
+$3.99M
3
+$3.2M
4
ABT icon
Abbott
ABT
+$2.35M
5
AMGN icon
Amgen
AMGN
+$2M

Sector Composition

1 Healthcare 15.76%
2 Consumer Staples 15.03%
3 Financials 14.69%
4 Technology 13.46%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.73%
31,019
-4,062
52
$4.25M 0.71%
29,043
-13,655
53
$4M 0.67%
72,268
-6,281
54
$3.91M 0.65%
128,885
+360
55
$3.85M 0.64%
+75,470
56
$3.79M 0.63%
45,092
-583
57
$3.75M 0.63%
30,880
+465
58
$3.72M 0.62%
2,539
+186
59
$3.71M 0.62%
28,060
+1,625
60
$3.49M 0.58%
92,954
+5,280
61
$3.36M 0.56%
23,378
-235
62
$3.35M 0.56%
45,569
-300
63
$3.16M 0.53%
36,190
-130
64
$2.94M 0.49%
+99,070
65
$2.88M 0.48%
47,589
-402
66
$2.83M 0.47%
45,259
-875
67
$2.71M 0.45%
48,634
-175
68
$2.67M 0.45%
29,100
-140
69
$2.66M 0.45%
21,872
-963
70
$2.66M 0.44%
37,350
+1,145
71
$2.65M 0.44%
40,510
-400
72
$2.65M 0.44%
45,261
73
$2.62M 0.44%
49,061
74
$2.59M 0.43%
+20,245
75
$2.56M 0.43%
85,200
-260
1 2
3
4 5