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Home > Institutional Investor > Lowe Brockenbrough & Co Inc > Profile

Instuitional Investor - Lowe Brockenbrough & Co Inc

Fund Profile
Filing Period:
Fund Name: Lowe Brockenbrough & Co Inc
Portfolio Value $1,291,585,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 159,178 $76,028,419 5.88%
2.
Apple Inc.
 AAPL 311,122 $59,900,414 4.63%
3.
Microsoft Corp
 MSFT 138,593 $52,116,641 4.03%
4.
Ishares Tr
 499,232 $32,415,134 2.5%
5.
Ishares Trust
 IEF 113,379 $31,423,008 2.43%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)