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
$681M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$4.9M
2 +$2.78M
3 +$890K
4
PG icon
Procter & Gamble
PG
+$801K
5
HD icon
Home Depot
HD
+$674K

Top Sells

1 +$5.25M
2 +$2.19M
3 +$2M
4
KO icon
Coca-Cola
KO
+$1.11M
5
DOV icon
Dover
DOV
+$659K

Sector Composition

1 Financials 15.55%
2 Healthcare 14.95%
3 Technology 14.41%
4 Consumer Staples 12.7%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4,000
202
-9,000
203
-15,000
204
-41,620