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
$652M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.97M
3
+$3.81M
4
AMT icon
American Tower
AMT
+$3.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.9M

Top Sells

1
+$6.11M
2
+$5.79M
3
+$3.66M
4
AET
Aetna Inc
AET
+$1.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$416K

Sector Composition

1 Financials 15.82%
2 Healthcare 14.81%
3 Technology 14.18%
4 Consumer Staples 13.99%
5 Industrials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.61M 0.4%
27,895
-525
77
$2.57M 0.39%
86,954
+2,370
78
$2.5M 0.38%
25,390
-62,007
79
$2.4M 0.37%
48,579
-987
80
$2.33M 0.36%
12,196
-339
81
$2.3M 0.35%
25,387
-760
82
$2.22M 0.34%
41,134
+35,215
83
$2.19M 0.34%
26,974
-2,934
84
$2.1M 0.32%
26,953
+60
85
$2.05M 0.31%
24,763
-230
86
$2.02M 0.31%
20,823
-120
87
$2M 0.31%
1,868
-33
88
$1.95M 0.3%
36,345
89
$1.92M 0.3%
10,990
-88
90
$1.88M 0.29%
35,066
-175
91
$1.87M 0.29%
31,302
-239
92
$1.87M 0.29%
4,190
-27
93
$1.86M 0.29%
12,596
-5
94
$1.85M 0.28%
30,588
95
$1.84M 0.28%
24,146
+106
96
$1.79M 0.27%
59,815
-180
97
$1.76M 0.27%
37,586
-250
98
$1.74M 0.27%
22,665
-240
99
$1.74M 0.27%
25,993
+1,235
100
$1.73M 0.26%
8,396
-30
2 3
4
5 6