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
$587M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.39M
3
+$4.06M
4
XOM icon
Exxon Mobil
XOM
+$3.35M
5
WFC icon
Wells Fargo
WFC
+$2.43M

Top Sells

1
+$5.57M
2
+$4.73M
3
+$3.92M
4
JCI icon
Johnson Controls International
JCI
+$3.84M
5
LYB icon
LyondellBasell Industries
LYB
+$3.55M

Sector Composition

1 Healthcare 19.91%
2 Consumer Staples 14.73%
3 Financials 14.58%
4 Technology 13.32%
5 Industrials 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.24%
10,410
-50
102
$1.42M 0.24%
22,810
+941
103
$1.39M 0.24%
10,080
+65
104
$1.35M 0.23%
31,485
+725
105
$1.28M 0.22%
30,096
-40
106
$1.28M 0.22%
79,034
107
$1.26M 0.21%
34,935
-95
108
$1.25M 0.21%
17,895
-4,000
109
$1.22M 0.21%
16,766
-70
110
$1.21M 0.21%
12,591
-50
111
$1.15M 0.2%
12,447
-75
112
$1.15M 0.2%
18,548
-1,800
113
$1.08M 0.19%
59,340
-60
114
$1.04M 0.18%
10,726
+35
115
$1.03M 0.18%
17,850
116
$1.03M 0.18%
15,196
117
$1.02M 0.17%
23,746
-160
118
$1M 0.17%
10,428
+15
119
$996K 0.17%
17,698
+175
120
$989K 0.17%
5
121
$966K 0.16%
31,300
-2,980
122
$946K 0.16%
11,225
-2,360
123
$923K 0.16%
9,255
124
$867K 0.15%
16,035
-2,366
125
$850K 0.14%
15,825
-75
3 4
5
6 7