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
$598M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.53M
3
+$3.33M
4
EBAY icon
eBay
EBAY
+$2.94M
5
SJM icon
J.M. Smucker
SJM
+$2.59M

Top Sells

1
+$4.24M
2
+$3.99M
3
+$3.2M
4
ABT icon
Abbott
ABT
+$2.35M
5
AMGN icon
Amgen
AMGN
+$2M

Sector Composition

1 Healthcare 15.76%
2 Consumer Staples 15.03%
3 Financials 14.69%
4 Technology 13.46%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.23%
19,395
-550
102
$1.37M 0.23%
18,470
-78
103
$1.36M 0.23%
58,550
104
$1.34M 0.22%
11,658
-75
105
$1.32M 0.22%
17,968
-300
106
$1.32M 0.22%
25,520
-230
107
$1.32M 0.22%
15,985
-215
108
$1.31M 0.22%
10,458
-140
109
$1.28M 0.21%
25,250
-190
110
$1.26M 0.21%
17,216
+605
111
$1.25M 0.21%
35,563
+1,047
112
$1.22M 0.2%
5
113
$1.16M 0.19%
23,093
+5,453
114
$1.14M 0.19%
22,683
-220
115
$1.12M 0.19%
15,140
116
$1.05M 0.18%
13,759
-200
117
$1.03M 0.17%
12,516
-51,683
118
$985K 0.16%
14,317
-250
119
$954K 0.16%
9,030
120
$939K 0.16%
10,127
121
$939K 0.16%
15,125
+545
122
$902K 0.15%
16,442
-422
123
$888K 0.15%
42,162
-480
124
$877K 0.15%
8,512
-344
125
$864K 0.14%
57,384
+6,960
3 4
5
6 7