LI
Lafayette Investments Portfolio holdings
AUM
$522M
1-Year Est. Return
17.65%
1 Year Est. Return
+17.65%
AUM
$495M
AUM Growth
+$22M
(+4.7%)
Holding
154
Top Buys
| 1 | +$2.81M | |
| 2 | +$1.25M | |
| 3 | +$734K | |
| 4 |
JPMorgan Chase
JPM
|
+$530K |
| 5 |
Adobe
ADBE
|
+$476K |
Top Sells
| 1 | +$871K | |
| 2 | +$428K | |
| 3 | +$416K | |
| 4 |
General Motors
GM
|
+$400K |
| 5 |
AutoZone
AZO
|
+$386K |
Sector Composition
| 1 | Financials | 36.67% |
| 2 | Technology | 20.43% |
| 3 | Consumer Discretionary | 10.69% |
| 4 | Industrials | 8.87% |
| 5 | Communication Services | 8.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Rani Therapeutics
RANI
$183M
| $10.2K | ﹤0.01% |
19,893
|
|
||
152
Cable One
CABO
$607M
| – | – |
-1,564
|
|
||
|
153
General Motors
GM
$65.8B
| – | – |
-8,507
|
|
||
154
Gilead Sciences
GILD
$155B
| – | – |
-2,454
|
|