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
$1.37B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$4.29M
3
+$3.79M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.98M

Top Sells

1
+$18.6M
2
+$12M
3
+$6.93M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.47M
5
ALB icon
Albemarle
ALB
+$5.74M

Sector Composition

1 Technology 15.64%
2 Healthcare 11.98%
3 Financials 10.97%
4 Industrials 9.12%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.31M 0.68%
76,687
+952
52
$9.25M 0.68%
451,592
+209,400
53
$9.13M 0.67%
178,776
+13,129
54
$8.78M 0.64%
50,510
-67
55
$8.17M 0.6%
58,033
-847
56
$7.99M 0.58%
69,600
57
$7.96M 0.58%
35,359
+580
58
$7.68M 0.56%
30,164
+1,634
59
$7.57M 0.55%
95,175
+4,865
60
$7.33M 0.54%
49,364
+15,963
61
$7.19M 0.52%
83,497
+4,909
62
$6.94M 0.51%
35,812
-332
63
$6.69M 0.49%
15,317
+257
64
$6.56M 0.48%
103,129
+47,898
65
$6.49M 0.47%
67,448
-227
66
$6.24M 0.46%
74,555
+64
67
$6.18M 0.45%
34,038
+5,500
68
$6.08M 0.44%
118,164
-1,530
69
$5.84M 0.43%
4,730
+249
70
$5.6M 0.41%
22,610
-40
71
$5.44M 0.4%
20,277
+3,385
72
$5.41M 0.4%
70,200
+395
73
$5.39M 0.39%
37,424
+13,005
74
$5.21M 0.38%
28,480
-2,050
75
$5.18M 0.38%
38,264
1 2
3
4 5