LIM

Letson Investment Management Portfolio holdings

AUM $253M
1-Year Est. Return 17.57%
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$1.59M
3
+$266K
4
MMYT icon
MakeMyTrip
MMYT
+$211K
5
ACN icon
Accenture
ACN
+$163K

Top Sells

1
+$753K
2
+$203K
3
+$179K
4
NVDA icon
NVIDIA
NVDA
+$119K
5
BMY icon
Bristol-Myers Squibb
BMY
+$65.8K

Sector Composition

1 Healthcare 27.73%
2 Industrials 18.55%
3 Technology 16.38%
4 Financials 14.97%
5 Consumer Staples 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.05%
16,747
+395
27
$2.64M 1.04%
10,062
+235
28
$2.61M 1.03%
9,064
+5,521
29
$2.53M 0.99%
24,370
+689
30
$2.5M 0.98%
4,742
+126
31
$2.33M 0.92%
28,340
32
$2.3M 0.9%
10,888
+4
33
$2.29M 0.9%
36,790
34
$2.19M 0.86%
41,452
-3,850
35
$2.16M 0.85%
5,323
+72
36
$2.11M 0.83%
56,263
+636
37
$2.09M 0.82%
2,356
38
$2.07M 0.81%
19,928
39
$1.99M 0.78%
13,535
40
$1.94M 0.76%
16,021
41
$1.86M 0.73%
15,354
+90
42
$1.8M 0.71%
14,821
-979
43
$1.59M 0.62%
3,381
44
$1.54M 0.6%
15,963
45
$1.46M 0.57%
10,460
46
$1.34M 0.53%
5,410
+2
47
$1.23M 0.48%
2,481
+21
48
$1.21M 0.47%
5,834
49
$1.19M 0.47%
2,769
50
$1.06M 0.42%
7,614
1
2
3 4