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
$539M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$28.1M
2 +$14.4M
3 +$12.4M
4
JPM icon
JPMorgan Chase
JPM
+$12.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.99%
2 Energy 14.4%
3 Financials 13.68%
4 Consumer Staples 13.62%
5 Technology 12.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$319K 0.06%
+5,412
152
$302K 0.06%
+5,829
153
$292K 0.05%
+7,765
154
$291K 0.05%
+7,330
155
$267K 0.05%
+20,749
156
$264K 0.05%
+6,010
157
$263K 0.05%
+7,400
158
$249K 0.05%
+4,000
159
$236K 0.04%
+6,962
160
$228K 0.04%
+6,070
161
$227K 0.04%
+12,328
162
$224K 0.04%
+20,350
163
$211K 0.04%
+4,779
164
$205K 0.04%
+3,153
165
$202K 0.04%
+4,150
166
$202K 0.04%
+12,587
167
$129K 0.02%
+22,095