LAM

L2 Asset Management Portfolio holdings

AUM $691M
1-Year Est. Return 24.47%
This Quarter Est. Return
1 Year Est. Return
+24.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$8.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.2M
3
+$1.15M
4
ADSK icon
Autodesk
ADSK
+$1.08M
5
AMAT icon
Applied Materials
AMAT
+$802K

Top Sells

1
+$7.35B
2
+$2.46B
3
+$1.56B
4
AAPL icon
Apple
AAPL
+$1.15B
5
DVA icon
DaVita
DVA
+$658M

Sector Composition

1 Technology 32.63%
2 Consumer Discretionary 14.86%
3 Healthcare 13.63%
4 Financials 12.58%
5 Communication Services 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.14%
846
-2,052
127
$293K 0.14%
169
-733
128
$288K 0.14%
94
-10,962
129
$286K 0.13%
75
-992
130
$278K 0.13%
30
-884
131
$275K 0.13%
2,027
+1,644
132
$272K 0.13%
193
-3,331
133
$271K 0.13%
144
-1,134
134
$270K 0.13%
874
-1,471
135
$266K 0.12%
154
-4,193
136
$259K 0.12%
143
-2,927
137
$254K 0.12%
191
-1,113
138
$253K 0.12%
10
-4,934
139
$250K 0.12%
+354
140
$250K 0.12%
962
-2,849
141
$247K 0.12%
52
-7,423
142
$246K 0.12%
1,015
-49
143
$244K 0.11%
46,833
+45,805
144
$239K 0.11%
680
-1,176
145
$234K 0.11%
2,648
+1,137
146
$234K 0.11%
455
-2,309
147
$230K 0.11%
38
-4,982
148
$222K 0.1%
+1,090
149
$220K 0.1%
1,500
-532
150
$219K 0.1%
70
-1,128
4 5
6
7 8