LAM
L2 Asset Management Portfolio holdings
AUM
$611M
This Quarter Return
+13.09%
1 Year Return
+24.26%
3 Year Return
+110.64%
5 Year Return
+187.59%
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(+14%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
58.87%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
245
New
28
Increased
138
Reduced
9
Closed
69
Top Buys
| 1 |
Apple
AAPL
|
$13.5M |
| 2 |
Microsoft
MSFT
|
$11.1M |
| 3 |
Meta Platforms (Facebook)
META
|
$7.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$6.78M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$5.66M |
Top Sells
| 1 |
NVR
NVR
|
$33.7M |
| 2 |
Eaton
ETN
|
$11M |
| 3 |
VMW
VMware, Inc
VMW
|
$4.84M |
| 4 |
BorgWarner
BWA
|
$2.53M |
| 5 |
Applied Materials
AMAT
|
$2.42M |
Sector Composition
| 1 | Technology | 34.33% |
| 2 | Consumer Discretionary | 17.32% |
| 3 | Financials | 13.39% |
| 4 | Communication Services | 12.95% |
| 5 | Healthcare | 7.87% |
