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
$605M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$9.57M
2 +$4.76M
3 +$3.26M
4
AEP icon
American Electric Power
AEP
+$2.15M
5
MDLZ icon
Mondelez International
MDLZ
+$1.77M

Top Sells

1 +$2.57M
2 +$2.53M
3 +$1.36M
4
AAPL icon
Apple
AAPL
+$821K
5
MMM icon
3M
MMM
+$790K

Sector Composition

1 Healthcare 17.02%
2 Consumer Staples 14.28%
3 Energy 13.88%
4 Financials 13.36%
5 Technology 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,325