LMKC
L.M. Kohn & Company Portfolio holdings
AUM
$371M
1-Year Return
17.44%
This Quarter Return
-3.15%
1 Year Return
+17.44%
3 Year Return
+76.28%
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
–
Cap. Flow
+$259M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.33%
Holding
242
New
241
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$32.2M |
| 2 |
Amazon
AMZN
|
$13.4M |
| 3 |
Costco
COST
|
$8.59M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$8.26M |
| 5 |
Microsoft
MSFT
|
$5.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.45% |
| 2 | Consumer Discretionary | 11.3% |
| 3 | Consumer Staples | 8.03% |
| 4 | Financials | 7.51% |
| 5 | Communication Services | 6.78% |
