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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$14.4M
3
+$12.4M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.99%
2 Energy 14.4%
3 Financials 13.68%
4 Consumer Staples 13.62%
5 Technology 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.42%
+74,375
77
$2.26M 0.42%
+35,745
78
$2.1M 0.39%
+30,483
79
$2.01M 0.37%
+109,060
80
$1.94M 0.36%
+37,906
81
$1.89M 0.35%
+31,178
82
$1.72M 0.32%
+49,640
83
$1.6M 0.3%
+25,895
84
$1.59M 0.29%
+28,175
85
$1.53M 0.28%
+44,844
86
$1.52M 0.28%
+17,759
87
$1.45M 0.27%
+18,745
88
$1.42M 0.26%
+14,750
89
$1.4M 0.26%
+2,654
90
$1.37M 0.25%
+26,550
91
$1.32M 0.24%
+16,462
92
$1.27M 0.24%
+20,013
93
$1.26M 0.23%
+38,450
94
$1.26M 0.23%
+10,929
95
$1.24M 0.23%
+21,831
96
$1.19M 0.22%
+19,640
97
$1.13M 0.21%
+31,328
98
$1.1M 0.2%
+33,920
99
$1.09M 0.2%
+62,900
100
$1.08M 0.2%
+12,474
2 3
4
5 6