LWMM
Legacy Wealth Management (Mississippi) Portfolio holdings
AUM
$329M
1-Year Est. Return
18.94%
1 Year Est. Return
+18.94%
AUM
$329M
AUM Growth
+$22.9M
(+7.5%)
Holding
103
Top Buys
| 1 | +$43.1M | |
| 2 | +$2.63M | |
| 3 | +$2.03M | |
| 4 |
Adobe
ADBE
|
+$2M |
| 5 |
Hubbell
HUBB
|
+$1.76M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$2.98M | |
| 3 | +$2.4M | |
| 4 |
Chesapeake Utilities
CPK
|
+$1.6M |
| 5 |
Matador Resources
MTDR
|
+$1.35M |
Sector Composition
| 1 | Technology | 35.17% |
| 2 | Healthcare | 10.15% |
| 3 | Financials | 9.12% |
| 4 | Industrials | 5.94% |
| 5 | Consumer Discretionary | 4.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Edwards Lifesciences
EW
$43.8B
| – | – |
-3,045
|
|
||
102
Johnson & Johnson
JNJ
$465B
| – | – |
-2,240
|
|
||
103
Lam Research
LRCX
$178B
| – | – |
-3,980
|
|