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
$715M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$6.33M
2 +$3.41M
3 +$1.55M
4
BWA icon
BorgWarner
BWA
+$456K
5
PG icon
Procter & Gamble
PG
+$248K

Sector Composition

1 Healthcare 14.57%
2 Financials 14.28%
3 Technology 13.6%
4 Industrials 11.87%
5 Consumer Staples 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$212K 0.03%
+1,199
202
$202K 0.03%
+2,200
203
$157K 0.02%
20,900
204
$131K 0.02%
+15,000
205
$102K 0.01%
+20,000
206
-30,866