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
$605M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.76M
3
+$3.26M
4
AEP icon
American Electric Power
AEP
+$2.15M
5
MDLZ icon
Mondelez International
MDLZ
+$1.77M

Top Sells

1
+$2.57M
2
+$2.53M
3
+$1.36M
4
AAPL icon
Apple
AAPL
+$821K
5
MMM icon
3M
MMM
+$790K

Sector Composition

1 Healthcare 17.02%
2 Consumer Staples 14.28%
3 Energy 13.88%
4 Financials 13.36%
5 Technology 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.4%
109,060
77
$2.21M 0.37%
31,190
-273
78
$2.15M 0.36%
+45,950
79
$2.12M 0.35%
50,887
-250
80
$2.06M 0.34%
32,498
+100
81
$1.8M 0.3%
16,717
-717
82
$1.79M 0.3%
79,034
+58,684
83
$1.74M 0.29%
24,790
-469
84
$1.66M 0.27%
41,691
-539
85
$1.61M 0.27%
30,030
+10,315
86
$1.56M 0.26%
26,780
-1,750
87
$1.54M 0.26%
2,659
+5
88
$1.51M 0.25%
26,385
89
$1.51M 0.25%
38,490
+40
90
$1.48M 0.25%
62,560
-600
91
$1.48M 0.24%
22,154
-50
92
$1.48M 0.24%
17,930
-540
93
$1.45M 0.24%
20,153
94
$1.43M 0.24%
15,822
-515
95
$1.38M 0.23%
36,538
+1,822
96
$1.36M 0.22%
20,956
-220
97
$1.33M 0.22%
4,210
98
$1.32M 0.22%
22,063
-540
99
$1.31M 0.22%
10,059
-685
100
$1.26M 0.21%
22,430
-200
2 3
4
5 6