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
$1.35B
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.84M
3
+$6.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.93M
5
F icon
Ford
F
+$4.92M

Top Sells

1
+$2.94M
2
+$2.57M
3
+$2.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.98M

Sector Composition

1 Technology 14.63%
2 Healthcare 11.7%
3 Financials 10.47%
4 Industrials 8.63%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.15M 0.23%
23,038
-1,215
102
$3.14M 0.23%
64,841
103
$3.14M 0.23%
+60,900
104
$3.11M 0.23%
14,771
-713
105
$3.1M 0.23%
27,735
-517
106
$2.9M 0.21%
15,410
-100
107
$2.81M 0.21%
+51,190
108
$2.79M 0.21%
9,835
-1,062
109
$2.77M 0.2%
18,341
-1,785
110
$2.77M 0.2%
36,175
-420
111
$2.75M 0.2%
12,324
-87
112
$2.72M 0.2%
10,486
-640
113
$2.72M 0.2%
+24,792
114
$2.6M 0.19%
9,364
115
$2.58M 0.19%
23,808
-2,540
116
$2.55M 0.19%
17,080
-110
117
$2.43M 0.18%
+46,977
118
$2.42M 0.18%
43,174
-1,220
119
$2.33M 0.17%
43,477
-11
120
$2.29M 0.17%
6,803
-50
121
$2.28M 0.17%
30,068
122
$2.26M 0.17%
6,401
123
$2.25M 0.17%
53,715
124
$2.24M 0.17%
47,680
-4,295
125
$2.22M 0.16%
6,059
-910
3 4
5
6 7