LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.94B
1-Year Est. Return
17.83%
1 Year Est. Return
+17.83%
AUM
$1.78B
AUM Growth
+$259M
(+17%)
Holding
320
Top Buys
| 1 | +$54.2M | |
| 2 | +$36.3M | |
| 3 | +$14.5M | |
| 4 |
American Tower
AMT
|
+$10.3M |
| 5 |
Vanguard Russell 3000 ETF
VTHR
|
+$10M |
Top Sells
| 1 | +$6.08M | |
| 2 | +$5.72M | |
| 3 | +$5.53M | |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$3.76M |
| 5 |
Target
TGT
|
+$3.52M |
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Financials | 9.2% |
| 3 | Industrials | 6.17% |
| 4 | Healthcare | 5.2% |
| 5 | Consumer Discretionary | 5.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Automatic Data Processing
ADP
$103B
| $5.87M | 0.33% |
19,029
+1,050
|
|
||
77
Abbott
ABT
$225B
| $5.8M | 0.33% |
42,631
+718
|
|
||
78
iShares S&P 500 Growth ETF
IVW
$66.1B
| $5.58M | 0.31% |
50,650
-7,051
|
|
||
79
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $5.34M | 0.3% |
107,989
-571
|
|
||
80
Eli Lilly
LLY
$915B
| $5.29M | 0.3% |
6,785
-45
|
|
||
81
McDonald's
MCD
$219B
| $5.26M | 0.3% |
18,018
+500
|
|
||
82
Parker-Hannifin
PH
$106B
| $5.18M | 0.29% |
7,421
-208
|
|
||
83
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
| $4.95M | 0.28% |
59,716
-820
|
|
||
84
Pfizer
PFE
$147B
| $4.62M | 0.26% |
190,482
-3,779
|
|
||
85
Dover
DOV
$25B
| $4.59M | 0.26% |
25,074
-570
|
|
||
86
iShares Short Treasury Bond ETF
SHV
$20.7B
| $4.55M | 0.26% |
41,250
-28,963
|
|
||
87
Wells Fargo
WFC
$266B
| $4.54M | 0.26% |
56,642
+2
|
|
||
88
Emerson Electric
EMR
$72.2B
| $4.44M | 0.25% |
33,298
-60
|
|
||
89
Coca-Cola
KO
$306B
| $4.43M | 0.25% |
62,661
-1,573
|
|
||
90
TotalEnergies
TTE
$140B
| $4.31M | 0.24% |
70,179
+1,311
|
|
||
91
IBM
IBM
$285B
| $4.21M | 0.24% |
14,270
-50
|
|
||
92
Schwab US Broad Market ETF
SCHB
$37.4B
| $4.2M | 0.24% |
176,328
-39,525
|
|
||
93
Schwab US Mid-Cap ETF
SCHM
$13.3B
| $4.01M | 0.23% |
143,041
-17,145
|
|
||
94
KLA
KLAC
$153B
| $4.01M | 0.23% |
4,474
-130
|
|
||
95
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
| $3.95M | 0.22% |
36,427
-1,182
|
|
||
96
Caterpillar
CAT
$259B
| $3.91M | 0.22% |
10,060
+2,255
|
|
||
97
Kimberly-Clark
KMB
$34.7B
| $3.88M | 0.22% |
30,111
-167
|
|
||
98
3M
MMM
$90.6B
| $3.67M | 0.21% |
24,087
-100
|
|
||
99
Qualcomm
QCOM
$187B
| $3.67M | 0.21% |
23,017
+2,644
|
|
||
100
SLB Ltd
SLB
$54.2B
| $3.66M | 0.21% |
108,329
-2,029
|
|