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
$598M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.53M
3
+$3.33M
4
EBAY icon
eBay
EBAY
+$2.94M
5
SJM icon
J.M. Smucker
SJM
+$2.59M

Top Sells

1
+$4.24M
2
+$3.99M
3
+$3.2M
4
ABT icon
Abbott
ABT
+$2.35M
5
AMGN icon
Amgen
AMGN
+$2M

Sector Composition

1 Healthcare 15.76%
2 Consumer Staples 15.03%
3 Financials 14.69%
4 Technology 13.46%
5 Industrials 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.09%
12,775
+730
152
$523K 0.09%
34,500
+375
153
$510K 0.09%
42,585
154
$458K 0.08%
10,026
+635
155
$451K 0.08%
7,080
+20
156
$438K 0.07%
8,880
157
$437K 0.07%
+49,260
158
$429K 0.07%
4,962
159
$422K 0.07%
6,670
-2,538
160
$414K 0.07%
8,411
161
$391K 0.07%
11,825
162
$363K 0.06%
11,645
163
$353K 0.06%
5,970
-90
164
$332K 0.06%
+22,827
165
$329K 0.06%
4,239
166
$323K 0.05%
4,146
167
$304K 0.05%
1,071
168
$304K 0.05%
6,306
169
$303K 0.05%
13,700
170
$303K 0.05%
2,930
171
$302K 0.05%
5,844
-77,155
172
$272K 0.05%
2,428
173
$269K 0.05%
9,510
+395
174
$269K 0.05%
3,577
175
$268K 0.04%
2,575
-614
4 5 6
7
8