LAM

L2 Asset Management Portfolio holdings

AUM $611M
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.32M
2 +$3.3M
3 +$3.24M
4
BIIB icon
Biogen
BIIB
+$3.16M
5
CSCO icon
Cisco
CSCO
+$3.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.13%
2 Healthcare 15.89%
3 Financials 12.23%
4 Consumer Discretionary 9.75%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0