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
$924M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$1.91M
3 +$1.9M
4
GD icon
General Dynamics
GD
+$1.19M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.04M

Top Sells

1 +$4.08M
2 +$4.02M
3 +$1.39M
4
TTE icon
TotalEnergies
TTE
+$676K
5
CVX icon
Chevron
CVX
+$625K

Sector Composition

1 Technology 15.28%
2 Healthcare 13.11%
3 Financials 12.74%
4 Industrials 10.04%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$864K 0.09%
3,864
152
$854K 0.09%
21,356
-41
153
$816K 0.09%
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25,863
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165
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11,364
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7,286
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19,673
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$409K 0.04%
818
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