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
$676M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.81M
2 +$3.23M
3 +$1.85M
4
NSC icon
Norfolk Southern
NSC
+$957K
5
VTR icon
Ventas
VTR
+$644K

Top Sells

1 +$3.86M
2 +$3.5M
3 +$2M
4
COR icon
Cencora
COR
+$1.26M
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
-2,909
202
-6,770