LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $2.03B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.89M
2 +$3.39M
3 +$1.9M
4
NSC icon
Norfolk Southern
NSC
+$1.01M
5
VTR icon
Ventas
VTR
+$682K

Top Sells

1 +$3.59M
2 +$3.52M
3 +$2.14M
4
COR icon
Cencora
COR
+$1.4M
5
GWW icon
W.W. Grainger
GWW
+$920K

Sector Composition

1 Financials 16.28%
2 Healthcare 14.78%
3 Technology 14.33%
4 Consumer Staples 13.44%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-3,895
202
-2,909