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
$652M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.97M
3
+$3.81M
4
AMT icon
American Tower
AMT
+$3.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.9M

Top Sells

1
+$6.11M
2
+$5.79M
3
+$3.66M
4
AET
Aetna Inc
AET
+$1.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$416K

Sector Composition

1 Financials 15.82%
2 Healthcare 14.81%
3 Technology 14.18%
4 Consumer Staples 13.99%
5 Industrials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.66M 0.71%
114,540
52
$4.63M 0.71%
30,156
+637
53
$4.59M 0.7%
124,598
+24,432
54
$4.4M 0.67%
125,516
+2,695
55
$4.36M 0.67%
92,948
-1,790
56
$4.3M 0.66%
22,657
-327
57
$4.2M 0.64%
46,184
-63,639
58
$4.09M 0.63%
46,027
-1,281
59
$4.04M 0.62%
28,355
-560
60
$3.91M 0.6%
101,660
+105
61
$3.81M 0.59%
+84,570
62
$3.77M 0.58%
69,904
-1,135
63
$3.75M 0.58%
24,679
64
$3.42M 0.52%
21,841
-1,001
65
$3.38M 0.52%
45,825
-49
66
$3.34M 0.51%
47,845
-1,560
67
$3.3M 0.51%
31,465
+1,885
68
$3.3M 0.51%
61,819
-955
69
$3.19M 0.49%
85,040
-160
70
$3.07M 0.47%
48,784
-730
71
$2.94M 0.45%
40,368
72
$2.86M 0.44%
48,410
73
$2.84M 0.44%
44,541
-720
74
$2.73M 0.42%
35,225
75
$2.71M 0.42%
24,829
-50
1 2
3
4 5