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
$539M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$14.4M
3
+$12.4M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.99%
2 Energy 14.4%
3 Financials 13.68%
4 Consumer Staples 13.62%
5 Technology 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.08M 0.2%
+4,190
102
$1.06M 0.2%
+13,505
103
$1.03M 0.19%
+18,447
104
$1.03M 0.19%
+13,900
105
$1.01M 0.19%
+16,112
106
$1M 0.19%
+20,690
107
$996K 0.18%
+26,459
108
$994K 0.18%
+20,648
109
$993K 0.18%
+23,040
110
$967K 0.18%
+19,766
111
$941K 0.17%
+121,668
112
$924K 0.17%
+13,951
113
$896K 0.17%
+12,952
114
$889K 0.17%
+17,844
115
$880K 0.16%
+18,380
116
$874K 0.16%
+38,480
117
$872K 0.16%
+18,476
118
$854K 0.16%
+11,874
119
$843K 0.16%
+5
120
$840K 0.16%
+8,810
121
$837K 0.16%
+15,168
122
$814K 0.15%
+19,910
123
$792K 0.15%
+19,718
124
$768K 0.14%
+9,825
125
$760K 0.14%
+9,208
3 4
5
6 7