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
301
$2K ﹤0.01%
+28
302
$2K ﹤0.01%
+30
303
$2K ﹤0.01%
+270
304
$2K ﹤0.01%
+22
305
$2K ﹤0.01%
+45
306
$2K ﹤0.01%
+1,000
307
$1K ﹤0.01%
+38
308
$1K ﹤0.01%
+18
309
$1K ﹤0.01%
+1,040
310
$1K ﹤0.01%
+275
311
$1K ﹤0.01%
+2
312
$1K ﹤0.01%
+14
313
$1K ﹤0.01%
+65
314
$1K ﹤0.01%
+45
315
$1K ﹤0.01%
+2,810