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
$120M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.32M
3 +$1.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$712K
5
PTC icon
PTC
PTC
+$665K

Top Sells

1 +$1.38M
2 +$1.23M
3 +$918K
4
DMRC icon
Digimarc
DMRC
+$528K
5
XPO icon
XPO
XPO
+$491K

Sector Composition

1 Technology 29.86%
2 Financials 23.17%
3 Healthcare 20.33%
4 Industrials 9.48%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$35K 0.03%
+350
27
$34K 0.03%
800
28
$33K 0.03%
360
29
$12K 0.01%
170
30
-3