LAM
L2 Asset Management Portfolio holdings
AUM
$611M
This Quarter Return
-14.29%
1 Year Return
+24.26%
3 Year Return
+110.64%
5 Year Return
+187.59%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-14%)
Cap. Flow
+$497K
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
25.92%
Holding
144
New
12
Increased
71
Reduced
36
Closed
24
Top Buys
| 1 |
Travelers Companies
TRV
|
$2.3M |
| 2 |
Bristol-Myers Squibb
BMY
|
$2.15M |
| 3 |
Dow Inc
DOW
|
$1.69M |
| 4 |
Corning
GLW
|
$1.56M |
| 5 |
Morgan Stanley
MS
|
$1.5M |
Top Sells
| 1 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
$2.93M |
| 2 |
Williams-Sonoma
WSM
|
$1.61M |
| 3 |
Goldman Sachs
GS
|
$1.54M |
| 4 |
Liberty Global Class C
LBTYK
|
$1.45M |
| 5 |
Tapestry
TPR
|
$1.25M |
Sector Composition
| 1 | Technology | 24.98% |
| 2 | Financials | 17.07% |
| 3 | Healthcare | 16.27% |
| 4 | Consumer Staples | 10.79% |
| 5 | Communication Services | 8.34% |
