LAM

Lakewood Asset Management Portfolio holdings

AUM $150M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$6.68M
3 +$4.24M
4
COP icon
ConocoPhillips
COP
+$3.68M
5
MCK icon
McKesson
MCK
+$3.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.6%
2 Consumer Discretionary 14.04%
3 Healthcare 11.36%
4 Technology 11.07%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5K ﹤0.01%
+78
277
$5K ﹤0.01%
+486
278
$5K ﹤0.01%
+40
279
$5K ﹤0.01%
+50
280
$5K ﹤0.01%
+310
281
$5K ﹤0.01%
+100
282
$5K ﹤0.01%
+21
283
$4K ﹤0.01%
+77
284
$4K ﹤0.01%
+101
285
$4K ﹤0.01%
+78
286
$4K ﹤0.01%
+77
287
$4K ﹤0.01%
+23
288
$4K ﹤0.01%
+1,000
289
$4K ﹤0.01%
+51
290
$4K ﹤0.01%
+105
291
$4K ﹤0.01%
+400
292
$4K ﹤0.01%
+79
293
$4K ﹤0.01%
+50
294
$4K ﹤0.01%
+200
295
$3K ﹤0.01%
+15
296
$3K ﹤0.01%
+580
297
$3K ﹤0.01%
+116
298
$3K ﹤0.01%
+100
299
$3K ﹤0.01%
+50
300
$3K ﹤0.01%
+14