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
$804M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.19M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$703K
5
DIS icon
Walt Disney
DIS
+$481K

Top Sells

1
+$2.35M
2
+$2.03M
3
+$1.57M
4
XOM icon
Exxon Mobil
XOM
+$521K
5
ABT icon
Abbott
ABT
+$433K

Sector Composition

1 Technology 16.63%
2 Healthcare 13.92%
3 Financials 11.57%
4 Consumer Staples 10.33%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.51M 0.68%
158,166
+2,057
52
$5.45M 0.68%
72,641
-645
53
$5.24M 0.65%
69,600
54
$5.18M 0.64%
171,388
+2,795
55
$5.08M 0.63%
72,286
+2,791
56
$4.84M 0.6%
77,850
-390
57
$4.82M 0.6%
14,083
+661
58
$4.76M 0.59%
26,998
+915
59
$4.61M 0.57%
79,776
-204
60
$4.37M 0.54%
75,958
+724
61
$4.28M 0.53%
19,510
-130
62
$4.14M 0.52%
113,740
+2,260
63
$4.13M 0.51%
83,588
+783
64
$4.08M 0.51%
63,607
+805
65
$3.9M 0.49%
44,540
+2
66
$3.87M 0.48%
33,333
+283
67
$3.87M 0.48%
10,083
+930
68
$3.83M 0.48%
35,365
-85
69
$3.47M 0.43%
29,470
-870
70
$3.4M 0.42%
99,021
+2,225
71
$3.26M 0.4%
52,331
-4,123
72
$3.23M 0.4%
83,514
-2,872
73
$3.22M 0.4%
49,161
-374
74
$3.2M 0.4%
55,645
+178
75
$3.16M 0.39%
22,672
-225
1 2
3
4 5