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
$94.9M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$90.3K
3 +$58.8K
4
TRU icon
TransUnion
TRU
+$56.2K
5
XPO icon
XPO
XPO
+$30K

Top Sells

1 +$3.18M
2 +$2.3M

Sector Composition

1 Consumer Discretionary 48.42%
2 Technology 22.28%
3 Financials 14.87%
4 Industrials 14.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.9M 35.72%
125,155
-8,485
2
$21.1M 22.28%
47,983
+205
3
$14.1M 14.87%
227,189
+905
4
$12.1M 12.7%
187,533
+915
5
$5.93M 6.24%
185,818
+940
6
$4.19M 4.42%
279,675
+264,675
7
$3.57M 3.77%
70,829
8
-184,878