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LFR
Lehman Financial Resources Portfolio holdings
AUM
$213M
1-Year Est. Return
12.03%
This Fund
S&P 500
This Quarter
Est. Return
+3.11%
1 Year Est. Return
+12.03%
3 Year Est. Return
+58.22%
5 Year Est. Return
+68.36%
10 Year Est. Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
99.09%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
365
New
363
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NextEra Energy
NEE
|
+$51.3M |
| 2 |
BP
BP
|
+$4.9M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
+$4.84M |
| 4 |
Microsoft
MSFT
|
+$4.31M |
| 5 |
OKS
Oneok Partners LP
OKS
|
+$4.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 40.36% |
| 2 | Energy | 20.22% |
| 3 | Financials | 8.26% |
| 4 | Healthcare | 6.94% |
| 5 | Technology | 6.81% |
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Lehman Financial Resources's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Lehman Financial Resources, which disclosed 365 positions worth $148M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is NextEra Energy: 2,586,248 shares worth $52.7M.
By sector, the portfolio is most concentrated in Utilities at 40% of assets, followed by Energy and Financials.
- Lehman Financial Resources's largest Q2 2013 buy was NextEra Energy: 2,586,248 shares worth $52.7M.
- Lehman Financial Resources's ten largest holdings make up 60% of its $148M portfolio in Q2 2013.
- Lehman Financial Resources disclosed 365 positions in Q2 2013, its first 13F filing on record.
Based on Lehman Financial Resources's 13F filing for Q2 2013, filed 18 Dec 2013.