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
$572M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.58M
3
+$1.92M
4
CSX icon
CSX Corp
CSX
+$1.92M
5
DFS
Discover Financial Services
DFS
+$1.83M

Top Sells

1
+$3.6M
2
+$3.13M
3
+$2.18M
4
KMB icon
Kimberly-Clark
KMB
+$1.3M
5
SWK icon
Stanley Black & Decker
SWK
+$1.28M

Sector Composition

1 Healthcare 19.27%
2 Financials 14.67%
3 Consumer Staples 14.39%
4 Industrials 13.55%
5 Technology 13.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.25%
40,338
-350
102
$1.27M 0.22%
4,277
+27
103
$1.26M 0.22%
18,157
+7,145
104
$1.24M 0.22%
30,136
-204
105
$1.22M 0.21%
30,760
106
$1.19M 0.21%
20,348
-74
107
$1.18M 0.21%
59,486
-1,652
108
$1.14M 0.2%
13,585
-20
109
$1.12M 0.2%
35,030
+505
110
$1.11M 0.19%
16,836
-220
111
$1.11M 0.19%
79,034
112
$1.1M 0.19%
12,641
-40
113
$1.07M 0.19%
15,196
+506
114
$1.07M 0.19%
17,523
+1,130
115
$1.04M 0.18%
10,691
+1,052
116
$1.03M 0.18%
12,522
+160
117
$1.03M 0.18%
10,413
+485
118
$1.02M 0.18%
59,400
+11,170
119
$1M 0.18%
17,850
120
$1M 0.18%
25,768
+4,120
121
$982K 0.17%
23,906
-50
122
$976K 0.17%
5
123
$918K 0.16%
34,280
-200
124
$900K 0.16%
9,255
125
$895K 0.16%
10,015
+1,225
3 4
5
6 7