LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
-12.22%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$612M
AUM Growth
+$612M
(-14%)
Cap. Flow
-$7.58M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
23.96%
Holding
210
New
5
Increased
70
Reduced
86
Closed
22
Top Buys
| 1 |
Visa
V
|
$5.29M |
| 2 |
Goldman Sachs
GS
|
$4.04M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.21M |
| 4 |
TJX Companies
TJX
|
$2.82M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.64M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$11.1M |
| 2 |
eBay
EBAY
|
$4.84M |
| 3 |
Walmart
WMT
|
$2.97M |
| 4 |
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% |