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
$605M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.76M
3
+$3.26M
4
AEP icon
American Electric Power
AEP
+$2.15M
5
MDLZ icon
Mondelez International
MDLZ
+$1.77M

Top Sells

1
+$2.57M
2
+$2.53M
3
+$1.36M
4
AAPL icon
Apple
AAPL
+$821K
5
MMM icon
3M
MMM
+$790K

Sector Composition

1 Healthcare 17.02%
2 Consumer Staples 14.28%
3 Energy 13.88%
4 Financials 13.36%
5 Technology 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.21%
13,900
102
$1.24M 0.21%
12,980
-175
103
$1.23M 0.2%
30,356
-522
104
$1.2M 0.2%
125,388
+2,250
105
$1.14M 0.19%
8,865
+15
106
$1.13M 0.19%
20,648
107
$1.11M 0.18%
21,750
108
$1.09M 0.18%
10,355
-2,170
109
$1.09M 0.18%
12,912
-40
110
$1.08M 0.18%
16,172
111
$1.06M 0.18%
23,040
112
$1.03M 0.17%
12,835
-424
113
$1.03M 0.17%
15,218
114
$1.01M 0.17%
20,225
-255
115
$984K 0.16%
30,940
-1,810
116
$955K 0.16%
11,612
-256
117
$918K 0.15%
21,149
+7,525
118
$911K 0.15%
18,393
-937
119
$900K 0.15%
60,400
120
$889K 0.15%
5
121
$887K 0.15%
9,825
122
$879K 0.15%
36,120
123
$863K 0.14%
18,318
-70
124
$852K 0.14%
11,329
-1,192
125
$851K 0.14%
22,700
-12,780
3 4
5
6 7