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
$580M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.85M
3
+$931K
4
UDR icon
UDR
UDR
+$724K
5
TSCO icon
Tractor Supply
TSCO
+$460K

Top Sells

1
+$7.37M
2
+$2.22M
3
+$1.04M
4
BAX icon
Baxter International
BAX
+$821K
5
MOS icon
The Mosaic Company
MOS
+$757K

Sector Composition

1 Healthcare 18.48%
2 Consumer Staples 14.64%
3 Financials 13.22%
4 Technology 12.84%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.42%
45,261
+1,240
77
$2.31M 0.4%
13,176
+322
78
$2.14M 0.37%
24,280
-150
79
$2.02M 0.35%
23,408
80
$1.97M 0.34%
36,423
81
$1.94M 0.33%
17,683
-750
82
$1.93M 0.33%
2,074
-15
83
$1.9M 0.33%
27,654
84
$1.84M 0.32%
23,640
+915
85
$1.69M 0.29%
25,357
+1,490
86
$1.67M 0.29%
90,402
+11,368
87
$1.64M 0.28%
23,335
+825
88
$1.61M 0.28%
32,110
-348
89
$1.58M 0.27%
19,945
+500
90
$1.56M 0.27%
20,678
91
$1.55M 0.27%
36,121
+5,785
92
$1.54M 0.27%
12,877
+700
93
$1.51M 0.26%
4,157
94
$1.5M 0.26%
21,259
+363
95
$1.47M 0.25%
38,829
+800
96
$1.46M 0.25%
9,433
-625
97
$1.43M 0.25%
11,403
+600
98
$1.42M 0.24%
59,990
-85
99
$1.41M 0.24%
10,598
-1,205
100
$1.38M 0.24%
12,045
-350
2 3
4
5 6