LIM

Lagoda Investment Management Portfolio holdings

AUM $177M
1-Year Est. Return 46.81%
This Quarter Est. Return
1 Year Est. Return
+46.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$2.76M
3 +$221K
4
SNMX
Senomyx, Inc.
SNMX
+$203K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$65.8K

Sector Composition

1 Healthcare 50.01%
2 Technology 18.25%
3 Communication Services 13.03%
4 Financials 11.54%
5 Materials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$25K 0.01%
640
27
$16K 0.01%
197
28
$8K ﹤0.01%
139
29
-622,832
30
-44,851