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
$1.04B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$2.33M
3
+$1.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.52M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.49M

Top Sells

1
+$5.2M
2
+$5.06M
3
+$3.89M
4
MRK icon
Merck
MRK
+$3.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.85M

Sector Composition

1 Technology 13.49%
2 Healthcare 12.91%
3 Financials 10.49%
4 Industrials 8.06%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.17%
15,187
-110
127
$1.78M 0.17%
5,869
+125
128
$1.77M 0.17%
6,612
+47
129
$1.72M 0.17%
56,688
-12,960
130
$1.66M 0.16%
6,285
131
$1.66M 0.16%
43,183
-1,250
132
$1.64M 0.16%
40,108
+721
133
$1.63M 0.16%
6,346
134
$1.61M 0.16%
28,158
135
$1.57M 0.15%
11,662
136
$1.57M 0.15%
83,112
-5,064
137
$1.56M 0.15%
22,624
+1,304
138
$1.49M 0.14%
13,139
+1,759
139
$1.47M 0.14%
29,140
140
$1.41M 0.14%
8,530
141
$1.41M 0.14%
14,508
-4,061
142
$1.4M 0.14%
5,347
+618
143
$1.4M 0.13%
7,183
144
$1.39M 0.13%
27,938
+705
145
$1.39M 0.13%
44,982
+1,082
146
$1.35M 0.13%
7,930
147
$1.34M 0.13%
16,689
+7
148
$1.34M 0.13%
30,522
149
$1.3M 0.13%
34,194
-480
150
$1.29M 0.12%
17,011
+194
4 5
6
7 8