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
$804M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$6.46M
2 +$6.19M
3 +$2.28M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$703K
5
DIS icon
Walt Disney
DIS
+$481K

Top Sells

1 +$2.35M
2 +$2.03M
3 +$1.57M
4
XOM icon
Exxon Mobil
XOM
+$521K
5
ABT icon
Abbott
ABT
+$433K

Sector Composition

1 Technology 16.63%
2 Healthcare 13.92%
3 Financials 11.57%
4 Consumer Staples 10.33%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$205K 0.03%
13,900
202
$203K 0.03%
2,289
-428
203
$202K 0.03%
4,286
+80
204
$202K 0.03%
+640
205
$200K 0.02%
7,000
-3,500
206
$175K 0.02%
20,900
207
-70,529
208
-35,730
209
-1,000,000