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
$1.35B
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.84M
3
+$6.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.93M
5
F icon
Ford
F
+$4.92M

Top Sells

1
+$2.94M
2
+$2.57M
3
+$2.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.98M

Sector Composition

1 Technology 14.63%
2 Healthcare 11.7%
3 Financials 10.47%
4 Industrials 8.63%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.12%
8,616
-735
152
$1.57M 0.12%
13,329
-865
153
$1.5M 0.11%
29,040
-2,930
154
$1.49M 0.11%
25,910
155
$1.48M 0.11%
4,914
-311
156
$1.47M 0.11%
18,789
-100
157
$1.45M 0.11%
+26,433
158
$1.44M 0.11%
6,485
159
$1.43M 0.11%
11,970
-7,976
160
$1.43M 0.11%
9,164
161
$1.39M 0.1%
11,891
-1,249
162
$1.37M 0.1%
16,129
163
$1.34M 0.1%
5,141
+173
164
$1.28M 0.09%
5,096
-632
165
$1.24M 0.09%
9,229
-1,165
166
$1.22M 0.09%
8,770
-150
167
$1.15M 0.09%
7,205
-600
168
$1.15M 0.09%
13,479
+229
169
$1.13M 0.08%
30,166
170
$1.13M 0.08%
13,180
-1,660
171
$1.12M 0.08%
12,929
-150
172
$1.1M 0.08%
10,900
-885
173
$1.09M 0.08%
6,593
174
$1.09M 0.08%
26,164
-2,355
175
$1.07M 0.08%
4,067
5 6
7
8 9