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
$652M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.97M
3
+$3.81M
4
AMT icon
American Tower
AMT
+$3.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.9M

Top Sells

1
+$6.11M
2
+$5.79M
3
+$3.66M
4
AET
Aetna Inc
AET
+$1.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$416K

Sector Composition

1 Financials 15.82%
2 Healthcare 14.81%
3 Technology 14.18%
4 Consumer Staples 13.99%
5 Industrials 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.61M 0.25%
17,540
-430
102
$1.57M 0.24%
18,166
+45
103
$1.56M 0.24%
26,509
-810
104
$1.55M 0.24%
19,195
-200
105
$1.5M 0.23%
18,335
+1,157
106
$1.47M 0.23%
12,223
-119
107
$1.46M 0.22%
56,250
-1,900
108
$1.39M 0.21%
43,300
+11,760
109
$1.39M 0.21%
24,425
-640
110
$1.37M 0.21%
5
111
$1.31M 0.2%
16,308
-960
112
$1.29M 0.2%
23,043
+150
113
$1.27M 0.19%
10,509
+131
114
$1.26M 0.19%
10,275
-960
115
$1.25M 0.19%
13,877
-780
116
$1.22M 0.19%
41,618
+3,250
117
$1.21M 0.19%
9,717
-85
118
$1.19M 0.18%
15,397
-75
119
$1.18M 0.18%
70,674
+1,290
120
$1.18M 0.18%
24,720
+135
121
$1.14M 0.17%
6,192
122
$1.1M 0.17%
14,894
+604
123
$1.1M 0.17%
9,030
-225
124
$1.09M 0.17%
14,230
-125
125
$1.06M 0.16%
42,947
-125
3 4
5
6 7