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
126
$2.19M 0.16%
11,737
127
$2.19M 0.16%
7,658
-300
128
$2.15M 0.16%
29,287
+62
129
$2.15M 0.16%
44,433
-330
130
$2.08M 0.15%
19,387
-225
131
$2.06M 0.15%
20,556
-500
132
$2.05M 0.15%
15,757
-452
133
$2M 0.15%
84,276
+2,332
134
$1.97M 0.15%
30,970
+162
135
$1.96M 0.14%
12,470
-1,030
136
$1.94M 0.14%
7,103
+11
137
$1.89M 0.14%
49,248
-2,675
138
$1.85M 0.14%
21,787
-3,128
139
$1.85M 0.14%
36,314
-555
140
$1.85M 0.14%
18,676
-1,580
141
$1.77M 0.13%
4,250
+263
142
$1.77M 0.13%
7,930
-660
143
$1.76M 0.13%
8,580
-620
144
$1.76M 0.13%
7,700
145
$1.75M 0.13%
80,220
-7,735
146
$1.74M 0.13%
19,232
-1,780
147
$1.67M 0.12%
12,354
+4,329
148
$1.64M 0.12%
22,334
149
$1.63M 0.12%
18,559
-1,296
150
$1.62M 0.12%
28,219
+22
4 5
6
7 8