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
$804M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.19M
3
+$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$703K
5
DIS icon
Walt Disney
DIS
+$481K

Top Sells

1
+$2.35M
2
+$2.03M
3
+$1.57M
4
XOM icon
Exxon Mobil
XOM
+$521K
5
ABT icon
Abbott
ABT
+$433K

Sector Composition

1 Technology 16.63%
2 Healthcare 13.92%
3 Financials 11.57%
4 Consumer Staples 10.33%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.22%
1,811
-15
102
$1.69M 0.21%
5,659
-96
103
$1.68M 0.21%
19,337
-871
104
$1.66M 0.21%
35,337
+213
105
$1.65M 0.2%
11,050
+792
106
$1.65M 0.2%
17,656
-140
107
$1.64M 0.2%
14,468
-330
108
$1.63M 0.2%
23,164
-1,655
109
$1.62M 0.2%
46,786
-400
110
$1.61M 0.2%
32,867
-480
111
$1.6M 0.2%
5
112
$1.6M 0.2%
8,865
113
$1.56M 0.19%
43,651
+63
114
$1.53M 0.19%
25,825
-550
115
$1.53M 0.19%
65,055
-850
116
$1.47M 0.18%
7,562
-135
117
$1.42M 0.18%
6,673
-1,030
118
$1.39M 0.17%
9,420
+50
119
$1.39M 0.17%
8,580
-110
120
$1.35M 0.17%
12,036
121
$1.33M 0.17%
55,398
-2,920
122
$1.31M 0.16%
36,933
123
$1.27M 0.16%
8,503
-378
124
$1.26M 0.16%
6,385
-110
125
$1.25M 0.16%
9,476
+61
3 4
5
6 7