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
$587M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.39M
3
+$4.06M
4
XOM icon
Exxon Mobil
XOM
+$3.35M
5
WFC icon
Wells Fargo
WFC
+$2.43M

Top Sells

1
+$5.57M
2
+$4.73M
3
+$3.92M
4
JCI icon
Johnson Controls International
JCI
+$3.84M
5
LYB icon
LyondellBasell Industries
LYB
+$3.55M

Sector Composition

1 Healthcare 19.91%
2 Consumer Staples 14.73%
3 Financials 14.58%
4 Technology 13.32%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.4%
26,606
-133
77
$2.31M 0.39%
48,312
-4,200
78
$2.24M 0.38%
48,434
-7,048
79
$2.21M 0.38%
21,870
80
$2.19M 0.37%
36,415
-2,245
81
$2.1M 0.36%
13,971
-113
82
$2.07M 0.35%
24,430
-1,650
83
$2.04M 0.35%
28,610
-400
84
$2.03M 0.35%
27,987
-30
85
$1.93M 0.33%
2,182
+3
86
$1.9M 0.32%
40,767
-5,682
87
$1.85M 0.32%
24,033
-100
88
$1.82M 0.31%
19,362
-870
89
$1.81M 0.31%
20,273
-765
90
$1.8M 0.31%
27,445
-600
91
$1.74M 0.3%
21,403
-150
92
$1.67M 0.28%
23,322
+5,165
93
$1.64M 0.28%
14,510
-25
94
$1.62M 0.28%
23,813
-1,765
95
$1.55M 0.27%
+190,278
96
$1.53M 0.26%
73,002
+13,516
97
$1.49M 0.25%
19,364
+134
98
$1.48M 0.25%
32,386
-23,044
99
$1.47M 0.25%
38,778
-1,560
100
$1.45M 0.25%
4,247
-30
2 3
4
5 6