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
$165M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$6.52M
2 +$247K
3 +$111K
4
TRU icon
TransUnion
TRU
+$110K
5
RACE icon
Ferrari
RACE
+$105K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 57.53%
2 Industrials 15.05%
3 Financials 14.78%
4 Technology 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.2M 26.79%
146,402
+820
2
$24.8M 15.05%
513,043
+2,284
3
$24.4M 14.78%
221,910
+1,000
4
$23.8M 14.45%
115,645
+510
5
$20.8M 12.64%
44,325
+200
6
$20.3M 12.34%
157,513
+675
7
$6.52M 3.96%
+1,970,713