LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $2.03B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$8.16M
2 +$5.45M
3 +$3.58M
4
DIS icon
Walt Disney
DIS
+$2.72M
5
OTIS icon
Otis Worldwide
OTIS
+$1.85M

Top Sells

1 +$2.78M
2 +$2.07M
3 +$1.38M
4
GLW icon
Corning
GLW
+$1.2M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$725K

Sector Composition

1 Technology 16.76%
2 Healthcare 14.24%
3 Financials 11.5%
4 Consumer Staples 10.31%
5 Industrials 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$201K 0.03%
750
202
$196K 0.03%
13,900
203
$161K 0.02%
20,900