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
$87.5M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.81M
2 +$1.14M
3 +$807K
4
KMX icon
CarMax
KMX
+$650K
5
APG icon
APi Group
APG
+$237K

Sector Composition

1 Consumer Discretionary 50.9%
2 Technology 23.53%
3 Financials 16.47%
4 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$32.8M 37.47%
110,953
-6,127
2
$20.6M 23.53%
42,531
-2,352
3
$14.4M 16.47%
200,841
-11,248
4
$11.8M 13.43%
166,222
-9,191
5
$4.28M 4.89%
247,779
-13,709
6
$3.68M 4.2%
62,690
-3,554