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
126
$831K 0.14%
9,330
-90
127
$826K 0.14%
9,600
128
$823K 0.14%
11,195
129
$810K 0.14%
16,147
-2,355
130
$802K 0.13%
3,704
-25
131
$791K 0.13%
5,867
132
$754K 0.13%
10,970
133
$741K 0.12%
6,330
134
$734K 0.12%
22,907
-416
135
$734K 0.12%
20,118
136
$708K 0.12%
12,655
-45
137
$700K 0.12%
11,225
-125
138
$694K 0.12%
8,180
+5
139
$685K 0.11%
5,934
140
$677K 0.11%
10,964
-2,576
141
$617K 0.1%
20,024
-218
142
$589K 0.1%
13,180
143
$587K 0.1%
6,888
-232
144
$576K 0.1%
8,438
-85
145
$570K 0.1%
15,727
-2,000
146
$568K 0.1%
4,844
-300
147
$560K 0.09%
3,436
-82
148
$543K 0.09%
5,233
149
$541K 0.09%
10,645
150
$534K 0.09%
+15,350
4 5
6
7 8