LAM
Lakewood Asset Management Portfolio holdings
AUM
$150M
This Quarter Return
+9.51%
1 Year Return
+14.01%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.98%
Holding
315
New
315
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$10.2M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$6.68M |
| 3 |
Apple
AAPL
|
$4.24M |
| 4 |
ConocoPhillips
COP
|
$3.68M |
| 5 |
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% |
