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
$333M
AUM Growth
+$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$6.92M
3 +$6.65M
4
TTOO
T2 Biosystems, Inc
TTOO
+$3.33M
5
DMRC icon
Digimarc
DMRC
+$1.9M

Top Sells

1 +$2.37M
2 +$1.27M
3 +$432K
4
ESGR
Enstar Group
ESGR
+$392K
5
MA icon
Mastercard
MA
+$350K

Sector Composition

1 Healthcare 48.15%
2 Technology 20.9%
3 Communication Services 12.14%
4 Financials 9.29%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$31K 0.01%
491
27
$27K 0.01%
640
28
$16K ﹤0.01%
197
29
$8K ﹤0.01%
139