LCM
Lakewood Capital Management Portfolio holdings
AUM $1.12B
This Quarter Return
-2.83%
1 Year Return
-0.56%
3 Year Return
+35.75%
5 Year Return
+178.89%
10 Year Return
+226.19%
AUM
$1.12B
AUM Growth
+$56.7M (+5%)
Cap. Flow
+$110M
Cap. Flow % of AUM
9.83%
Top 10 Holdings %Top 10 Hldgs %
57.01%
Holding
52
New
7
Increased
15
Reduced
6
Closed
4
Top Buys
| 1 | $36.1M | |
| 2 | $21.7M | |
| 3 | $15.5M | |
| 4 | $12.7M | |
| 5 | $11.6M |
Top Sells
| 1 | $10.6M | |
| 2 | $7.01M | |
| 3 | $6.84M | |
| 4 | $5.75M | |
| 5 | $5.35M |
Sector Composition
| 1 | Healthcare | 25.65% |
| 2 | Consumer Discretionary | 21.41% |
| 3 | Financials | 19.05% |
| 4 | Technology | 13.53% |
| 5 | Communication Services | 7.98% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | 0 | – | – | |||
| – | – | 0 | – | – |
