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
$575M
AUM Growth
-$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.4M
3
+$708K
4
EG icon
Everest Group
EG
+$681K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$650K

Top Sells

1
+$5.51M
2
+$4.89M
3
+$2.54M
4
CSX icon
CSX Corp
CSX
+$1.66M
5
BAC icon
Bank of America
BAC
+$1.44M

Sector Composition

1 Healthcare 18.9%
2 Consumer Staples 15.31%
3 Technology 13.01%
4 Financials 12.89%
5 Industrials 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.19M 0.38%
83,260
+12,000
77
$2.13M 0.37%
12,854
-348
78
$2.08M 0.36%
36,423
+8
79
$2.03M 0.35%
23,408
-425
80
$1.99M 0.35%
2,089
-93
81
$1.93M 0.34%
27,654
+170
82
$1.86M 0.32%
18,433
-770
83
$1.79M 0.31%
32,458
84
$1.77M 0.31%
22,725
+2,555
85
$1.75M 0.3%
20,678
-725
86
$1.74M 0.3%
23,867
+50
87
$1.67M 0.29%
22,510
-380
88
$1.62M 0.28%
19,445
-425
89
$1.54M 0.27%
20,896
+413
90
$1.53M 0.27%
11,803
-275
91
$1.48M 0.26%
12,395
-240
92
$1.42M 0.25%
4,157
-90
93
$1.4M 0.24%
69,830
94
$1.4M 0.24%
10,058
-27
95
$1.36M 0.24%
79,034
96
$1.35M 0.24%
38,029
97
$1.33M 0.23%
35,471
+375
98
$1.32M 0.23%
16,661
99
$1.3M 0.23%
18,548
100
$1.27M 0.22%
12,177
+50
2 3
4
5 6