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
$1.23B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.04M
3
+$5.73M
4
ADBE icon
Adobe
ADBE
+$5.64M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$4.42M

Top Sells

1
+$5.69M
2
+$5.05M
3
+$4M
4
PEP icon
PepsiCo
PEP
+$2.98M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.92M

Sector Composition

1 Technology 14.77%
2 Healthcare 11.31%
3 Financials 9.27%
4 Industrials 8.09%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.9M 0.15%
11,548
-84
127
$1.9M 0.15%
34,056
+2,856
128
$1.9M 0.15%
5,318
-29
129
$1.89M 0.15%
43,183
130
$1.87M 0.15%
24,564
-33
131
$1.82M 0.15%
56,608
+1,285
132
$1.81M 0.15%
6,347
+1,385
133
$1.78M 0.14%
84,742
134
$1.67M 0.14%
33,092
-2,100
135
$1.6M 0.13%
27,738
+680
136
$1.56M 0.13%
21,750
-6,894
137
$1.55M 0.13%
16,823
-168
138
$1.55M 0.13%
7,930
139
$1.53M 0.12%
11,380
-171
140
$1.52M 0.12%
3,672
-23
141
$1.5M 0.12%
21,442
+3,270
142
$1.49M 0.12%
8,375
+125
143
$1.48M 0.12%
7,346
-547
144
$1.45M 0.12%
14,483
-25
145
$1.45M 0.12%
13,013
-84
146
$1.43M 0.12%
27,830
-500
147
$1.43M 0.12%
11,597
-457
148
$1.42M 0.12%
4,922
-3
149
$1.41M 0.11%
8,230
-138
150
$1.4M 0.11%
12,282
-2,345
4 5
6
7 8