LCM

Lakewood Capital Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 3.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
-$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$51.1M
2
+$42.6M
3
+$36.9M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$33.3M
5
GPN icon
Global Payments
GPN
+$30.4M

Top Sells

1
+$58.3M
2
+$48.3M
3
+$43M
4
CI icon
Cigna
CI
+$38.8M
5
ELV icon
Elevance Health
ELV
+$37.5M

Sector Composition

1 Consumer Discretionary 22.33%
2 Communication Services 21.45%
3 Financials 18.71%
4 Technology 12.29%
5 Healthcare 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
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