BLM

Bennett Lawrence Management Portfolio holdings

AUM $309M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$375M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$6.15M
3 +$4.28M
4
DLTR icon
Dollar Tree
DLTR
+$3M
5
ANET icon
Arista Networks
ANET
+$2.84M

Top Sells

1 +$8.05M
2 +$5.64M
3 +$5.52M
4
CMI icon
Cummins
CMI
+$4.01M
5
LRCX icon
Lam Research
LRCX
+$3.68M

Sector Composition

1 Technology 25.29%
2 Consumer Discretionary 24.77%
3 Healthcare 13.8%
4 Consumer Staples 8.96%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,560