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
$598M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.53M
3
+$3.33M
4
EBAY icon
eBay
EBAY
+$2.94M
5
SJM icon
J.M. Smucker
SJM
+$2.59M

Top Sells

1
+$4.24M
2
+$3.99M
3
+$3.2M
4
ABT icon
Abbott
ABT
+$2.35M
5
AMGN icon
Amgen
AMGN
+$2M

Sector Composition

1 Healthcare 15.76%
2 Consumer Staples 15.03%
3 Financials 14.69%
4 Technology 13.46%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.41%
23,880
-400
77
$2.39M 0.4%
62,288
-61,142
78
$2.34M 0.39%
48,410
-4,500
79
$2.11M 0.35%
13,064
-112
80
$2.02M 0.34%
36,423
81
$1.96M 0.33%
27,124
-530
82
$1.93M 0.32%
21,163
+485
83
$1.88M 0.31%
24,987
-370
84
$1.86M 0.31%
2,056
-18
85
$1.85M 0.31%
35,961
-160
86
$1.8M 0.3%
95,762
+5,360
87
$1.78M 0.3%
24,730
+1,090
88
$1.75M 0.29%
24,588
+1,180
89
$1.73M 0.29%
36,699
-2,130
90
$1.71M 0.29%
23,375
+40
91
$1.7M 0.28%
17,488
-195
92
$1.66M 0.28%
30,510
-1,600
93
$1.61M 0.27%
17,393
-345
94
$1.57M 0.26%
4,140
-17
95
$1.57M 0.26%
11,203
-200
96
$1.57M 0.26%
12,792
-85
97
$1.56M 0.26%
9,013
-420
98
$1.48M 0.25%
22,737
+1,478
99
$1.48M 0.25%
12,067
+22
100
$1.44M 0.24%
59,265
-725
2 3
4
5 6