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
$612M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$5.29M
2 +$4.04M
3 +$3.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.64M
5
BKNG icon
Booking.com
BKNG
+$2.37M

Top Sells

1 +$11.1M
2 +$4.83M
3 +$2.97M
4
PHM icon
Pultegroup
PHM
+$2.79M
5
NLSN
Nielsen Holdings plc
NLSN
+$2.45M

Sector Composition

1 Healthcare 16.29%
2 Financials 14.99%
3 Technology 14.62%
4 Industrials 10.98%
5 Consumer Staples 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-8,143
202
-6,825
203
-1,210
204
-41,000
205
-8,243
206
-54,556
207
-4,955
208
-88,593