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
$150M
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$708K
2 +$491K
3 +$373K
4
COP icon
ConocoPhillips
COP
+$362K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$338K

Top Sells

1 +$2.59M
2 +$1.26M
3 +$484K
4
UNH icon
UnitedHealth
UNH
+$281K
5
ABBV icon
AbbVie
ABBV
+$247K

Sector Composition

1 Consumer Discretionary 23.23%
2 Financials 16.57%
3 Technology 9.02%
4 Energy 7.18%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWS icon
101
Crown Crafts
CRWS
$30.1M
$78.7K 0.05%
27,416
-329
ABBV icon
102
AbbVie
ABBV
$406B
-1,177
UNH icon
103
UnitedHealth
UNH
$323B
-537
UPS icon
104
United Parcel Service
UPS
$73.2B
-1,872