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
$1.28B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$21.1M
3
+$18.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.2M

Top Sells

1
+$9.81M
2
+$6.53M
3
+$6.17M
4
JPM icon
JPMorgan Chase
JPM
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.25M

Sector Composition

1 Technology 13.59%
2 Financials 11.72%
3 Healthcare 10.79%
4 Industrials 8.78%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.06M 0.16%
20,496
-266
127
$2.06M 0.16%
7,547
+1,071
128
$2.06M 0.16%
44,763
+6,580
129
$2.04M 0.16%
37,719
-5,114
130
$2.03M 0.16%
8,590
131
$2.03M 0.16%
+17,460
132
$2M 0.16%
+79,756
133
$1.99M 0.16%
29,297
+256
134
$1.97M 0.15%
11,737
-163
135
$1.91M 0.15%
36,595
136
$1.9M 0.15%
26,050
+1,724
137
$1.84M 0.14%
7,958
138
$1.83M 0.14%
13,217
+105
139
$1.78M 0.14%
30,850
+37
140
$1.74M 0.14%
+22,334
141
$1.68M 0.13%
14,094
-80
142
$1.64M 0.13%
20,079
+692
143
$1.59M 0.12%
26,594
-16,524
144
$1.55M 0.12%
4,620
-150
145
$1.52M 0.12%
+30,499
146
$1.52M 0.12%
40,403
-14,700
147
$1.48M 0.12%
18,889
148
$1.48M 0.11%
5,728
+77
149
$1.45M 0.11%
21,356
150
$1.43M 0.11%
+23,490
4 5
6
7 8