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
51
$1.02M 0.4%
4,000
52
$919K 0.36%
12,793
53
$895K 0.35%
12,142
54
$858K 0.34%
16,579
-1,272
55
$824K 0.32%
7,950
-100
56
$807K 0.32%
10,229
+129
57
$750K 0.29%
8,950
58
$625K 0.25%
750
59
$620K 0.24%
1,002
60
$585K 0.23%
20,199
-1,913
61
$569K 0.22%
3,539
62
$550K 0.22%
3,291
+1
63
$528K 0.21%
4,489
64
$501K 0.2%
6,665
65
$485K 0.19%
4,603
+88
66
$463K 0.18%
1,708
67
$462K 0.18%
1,211
+28
68
$459K 0.18%
2,485
69
$439K 0.17%
1,476
70
$435K 0.17%
21,696
71
$423K 0.17%
3,788
72
$382K 0.15%
812
73
$379K 0.15%
3,231
74
$361K 0.14%
1,549
75
$361K 0.14%
4,999
1 2
3
4