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
$600M
AUM Growth
-$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Sells

1 +$4.65M
2 +$3.57M
3 +$2.15M
4
DOV icon
Dover
DOV
+$1.7M
5
AMP icon
Ameriprise Financial
AMP
+$1.56M

Sector Composition

1 Healthcare 17.29%
2 Consumer Staples 13.89%
3 Financials 13.55%
4 Industrials 13.15%
5 Energy 12.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.04%
1,930
-13
177
$217K 0.04%
3,092
-227
178
$217K 0.04%
4,929
179
$207K 0.03%
2,515
180
$190K 0.03%
11,606
-2,000
181
$146K 0.02%
20,900
-1,195
182
-11,670
183
-6,425