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
$200M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.49M
3 +$976K
4
RNR icon
RenaissanceRe
RNR
+$966K
5
DMRC icon
Digimarc
DMRC
+$624K

Top Sells

1 +$1.01M
2 +$576K
3 +$212K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$190K
5
ESGR
Enstar Group
ESGR
+$23.4K

Sector Composition

1 Technology 29.97%
2 Energy 20.59%
3 Healthcare 17.9%
4 Financials 16.07%
5 Industrials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$359K 0.18%
6,425
+2,100
27
$345K 0.17%
8,050
+4,050
28
$330K 0.16%
2,300
+170
29
$245K 0.12%
+1,200
30
$234K 0.12%
3,400
31
$152K 0.08%
4,510
32
$120K 0.06%
950
+75
33
$104K 0.05%
650
34
$42K 0.02%
800
35
$41K 0.02%
340
36
$14K 0.01%
170