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
$1.14B
AUM Growth
-$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$4.93M
3
+$4.14M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.21M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.14M

Top Sells

1
+$4.81M
2
+$3.59M
3
+$3.51M
4
PM icon
Philip Morris
PM
+$2.85M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.19M

Sector Composition

1 Technology 13.61%
2 Healthcare 13.29%
3 Financials 10.38%
4 Industrials 8.19%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$944K 0.08%
11,480
-1,700
177
$910K 0.08%
11,296
-880
178
$884K 0.08%
4,067
179
$877K 0.08%
30,166
180
$875K 0.08%
6,099
+274
181
$873K 0.08%
20,926
-316
182
$868K 0.08%
23,561
-2,603
183
$847K 0.07%
16,057
-1,465
184
$828K 0.07%
26,588
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185
$790K 0.07%
10,520
-655
186
$778K 0.07%
7,393
-525
187
$773K 0.07%
8,707
-320
188
$738K 0.06%
7,086
189
$717K 0.06%
9,502
-553
190
$703K 0.06%
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191
$695K 0.06%
29,112
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192
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22,000
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193
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15,623
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194
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6,237
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195
$634K 0.06%
5,289
+139
196
$613K 0.05%
9,910
-169
197
$612K 0.05%
13,400
-3,050
198
$610K 0.05%
9,453
-587
199
$604K 0.05%
3,025
200
$602K 0.05%
6,495
-480
6 7
8
9 10