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
$1.23B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.04M
3
+$5.73M
4
ADBE icon
Adobe
ADBE
+$5.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.42M

Top Sells

1
+$5.69M
2
+$5.05M
3
+$4M
4
PEP icon
PepsiCo
PEP
+$2.98M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.92M

Sector Composition

1 Technology 14.77%
2 Healthcare 11.31%
3 Financials 9.27%
4 Industrials 8.09%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.26M 0.67%
41,285
-856
52
$8.23M 0.67%
64,732
+889
53
$8.01M 0.65%
33,126
+1,956
54
$7.62M 0.62%
154,609
+2,578
55
$7.56M 0.61%
77,238
+2,102
56
$7.39M 0.6%
149,012
-4,867
57
$6.64M 0.54%
162,739
+2,358
58
$6.61M 0.54%
66,036
+2,941
59
$6.43M 0.52%
32,995
+368
60
$5.96M 0.48%
4,669
+1,738
61
$5.89M 0.48%
15,289
+14,640
62
$5.85M 0.47%
36,725
+2,263
63
$5.83M 0.47%
12,340
+135
64
$5.73M 0.46%
+136,426
65
$5.72M 0.46%
67,404
+610
66
$5.6M 0.45%
20,045
+722
67
$5.56M 0.45%
100,623
-3,555
68
$5.45M 0.44%
22,287
-1,515
69
$5.36M 0.43%
49,760
+284
70
$5.35M 0.43%
57,600
71
$5.31M 0.43%
52,423
+2,152
72
$5.07M 0.41%
37,462
-125
73
$4.92M 0.4%
82,785
+2,310
74
$4.89M 0.4%
65,422
-120
75
$4.86M 0.39%
77,724
+1,386
1 2
3
4 5