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
$1.35B
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.84M
3
+$6.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.93M
5
F icon
Ford
F
+$4.92M

Top Sells

1
+$2.94M
2
+$2.57M
3
+$2.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.98M

Sector Composition

1 Technology 14.63%
2 Healthcare 11.7%
3 Financials 10.47%
4 Industrials 8.63%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.83M 0.65%
145,702
-295
52
$8.82M 0.65%
57,739
-390
53
$8.52M 0.63%
164,489
-286
54
$8.41M 0.62%
74,674
-2,013
55
$8.37M 0.62%
34,594
-765
56
$8.16M 0.6%
82,385
-1,112
57
$7.54M 0.56%
35,162
-650
58
$7.03M 0.52%
29,553
-611
59
$6.94M 0.51%
4,705
-25
60
$6.84M 0.5%
+67,111
61
$6.82M 0.5%
+63,661
62
$6.7M 0.49%
97,165
+1,990
63
$6.64M 0.49%
69,767
+2,319
64
$6.54M 0.48%
55,236
-2,797
65
$6.09M 0.45%
101,879
-1,250
66
$6.05M 0.45%
38,065
-12,445
67
$6.03M 0.44%
48,406
-958
68
$5.97M 0.44%
36,855
-1,409
69
$5.93M 0.44%
57,600
-12,000
70
$5.88M 0.43%
118,750
+586
71
$5.75M 0.42%
13,036
-124
72
$5.63M 0.42%
73,741
-814
73
$5.32M 0.39%
70,105
-95
74
$5.16M 0.38%
20,877
+600
75
$5.13M 0.38%
22,427
-183
1 2
3
4 5