LM

Lansing Management Portfolio holdings

AUM $138M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$11.4M
3 +$11.4M
4
MTN icon
Vail Resorts
MTN
+$10.6M
5
XPO icon
XPO
XPO
+$8.52M

Top Sells

No sells this quarter

Sector Composition

1 Financials 38.47%
2 Consumer Discretionary 34.04%
3 Industrials 19.39%
4 Technology 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.1M 15.76%
+31,800
2
$11.4M 14.83%
+114,879
3
$11.4M 14.74%
+200,000
4
$10.6M 13.78%
+50,370
5
$8.52M 11.06%
+431,983
6
$6.42M 8.33%
+62,091
7
$6.24M 8.1%
+23,400
8
$6.14M 7.97%
+449,632
9
$4.18M 5.43%
+127,857