LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
+4.13%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$598M
AUM Growth
+$598M
(+3.1%)
Cap. Flow
-$174K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
24.16%
Holding
195
New
11
Increased
42
Reduced
97
Closed
4
Top Buys
| 1 |
TotalEnergies
TTE
|
$3.85M |
| 2 |
Walmart
WMT
|
$3.53M |
| 3 |
Intel
INTC
|
$3.33M |
| 4 |
eBay
EBAY
|
$2.94M |
| 5 |
J.M. Smucker
SJM
|
$2.59M |
Top Sells
| 1 |
Royal Caribbean
RCL
|
$4.24M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.99M |
| 3 |
Wells Fargo
WFC
|
$3.2M |
| 4 |
Abbott
ABT
|
$2.35M |
| 5 |
Amgen
AMGN
|
$2M |
Sector Composition
| 1 | Healthcare | 15.76% |
| 2 | Consumer Staples | 15.03% |
| 3 | Financials | 14.69% |
| 4 | Technology | 13.46% |
| 5 | Industrials | 11.65% |
