LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $1.94B
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$4.29M
3
+$3.79M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.98M

Top Sells

1
+$18.6M
2
+$12M
3
+$6.93M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.47M
5
ALB icon
Albemarle
ALB
+$5.74M

Sector Composition

1 Technology 15.64%
2 Healthcare 11.98%
3 Financials 10.97%
4 Industrials 9.12%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.45M 0.11%
4,196
-12,406
152
$1.44M 0.1%
9,164
153
$1.43M 0.1%
5,225
154
$1.42M 0.1%
21,012
+35
155
$1.37M 0.1%
3,987
-633
156
$1.34M 0.1%
8,025
157
$1.33M 0.1%
28,197
-66
158
$1.33M 0.1%
13,250
+45
159
$1.31M 0.1%
22,632
-55
160
$1.31M 0.1%
13,061
-470
161
$1.28M 0.09%
5,095
162
$1.28M 0.09%
10,394
163
$1.2M 0.09%
28,519
+2,119
164
$1.17M 0.09%
26,933
-902
165
$1.15M 0.08%
25,763
+200
166
$1.14M 0.08%
61,487
-1,420
167
$1.13M 0.08%
30,166
+940
168
$1.13M 0.08%
4,067
+556
169
$1.11M 0.08%
6,593
170
$1.1M 0.08%
11,785
171
$1.1M 0.08%
7,805
-1,175
172
$1.08M 0.08%
8,776
-401
173
$1.06M 0.08%
8,920
174
$1.03M 0.08%
11,945
+54
175
$1.03M 0.08%
7,086
+986
5 6
7
8 9