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
$1.48B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.22M
3
+$6.45M
4
DUK icon
Duke Energy
DUK
+$5.74M
5
ETN icon
Eaton
ETN
+$5.36M

Top Sells

1
+$11.9M
2
+$5.77M
3
+$3.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.31M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.93M

Sector Composition

1 Technology 16.09%
2 Healthcare 9.8%
3 Financials 9.54%
4 Industrials 7.96%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.57M 0.65%
158,620
-8,522
52
$9.27M 0.63%
184,740
+47,211
53
$9.02M 0.61%
113,112
+19,961
54
$8.96M 0.61%
17,760
+4,029
55
$8.54M 0.58%
155,347
+30,113
56
$8.46M 0.57%
32,585
+7,544
57
$8.18M 0.55%
139,727
+10,620
58
$8.08M 0.55%
82,503
-58,950
59
$7.78M 0.53%
+57,600
60
$7.7M 0.52%
132,568
+21,276
61
$7.68M 0.52%
276,644
+21,122
62
$7.4M 0.5%
137,861
+35,428
63
$7.34M 0.5%
49,358
+9,677
64
$6.82M 0.46%
137,544
+9,444
65
$6.63M 0.45%
19,675
-924
66
$6.54M 0.44%
4,296
+1,672
67
$6.45M 0.44%
+53,500
68
$6.33M 0.43%
65,415
+59,371
69
$6.18M 0.42%
122,500
-5,154
70
$6.15M 0.42%
88,716
+29,349
71
$6.05M 0.41%
58,186
-9,325
72
$6.02M 0.41%
99,814
-924
73
$5.71M 0.39%
12,508
+4,867
74
$5.56M 0.38%
24,631
-4,811
75
$5.56M 0.38%
7,145
+407
1 2
3
4 5