LBA

Lowell Blake & Associates Portfolio holdings

AUM $355M
1-Year Est. Return 33.69%
This Quarter Est. Return
1 Year Est. Return
+33.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.88M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.83M
5
EW icon
Edwards Lifesciences
EW
+$1.71M

Top Sells

1
+$1.15M
2
+$457K
3
+$315K
4
SWK icon
Stanley Black & Decker
SWK
+$113K
5
ECL icon
Ecolab
ECL
+$52K

Sector Composition

1 Technology 22.91%
2 Healthcare 17.63%
3 Consumer Staples 16.87%
4 Consumer Discretionary 13.03%
5 Industrials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.09%
8,235
52
$263K 0.09%
12,003
53
$260K 0.09%
2,987
+84
54
$236K 0.08%
+3,274
55
$216K 0.07%
+6,981
56
$215K 0.07%
+900
1 2
3