LIM

Lagoda Investment Management Portfolio holdings

AUM $177M
1-Year Est. Return 38.62%
This Quarter Est. Return
1 Year Est. Return
+38.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12M
3
+$9.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.54M
5
PGEN icon
Precigen
PGEN
+$1.44M

Top Sells

1
+$10.2M
2
+$9.5M
3
+$6.06M
4
UI icon
Ubiquiti
UI
+$1.96M
5
NVO icon
Novo Nordisk
NVO
+$1.7M

Sector Composition

1 Healthcare 28.82%
2 Financials 26.89%
3 Communication Services 10.48%
4 Energy 10.4%
5 Technology 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$435K 0.16%
4,770
-630
27
$267K 0.1%
1,525
28
$239K 0.09%
4,400
-2,097
29
$212K 0.08%
345
-220
30
$91K 0.03%
2,100
-1,550
31
$82K 0.03%
650
-150
32
$53K 0.02%
715
-1,050
33
$47K 0.02%
800
-315
34
$44K 0.02%
1,292
35
$38K 0.01%
639
36
$34K 0.01%
750
-50
37
$19K 0.01%
197
38
$6K ﹤0.01%
96
-1
39
– –
-489
40
– –
-48
41
– –
-900
42
– –
-590
43
– –
-1,000
1
2