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
76
$338K 0.13%
1,419
77
$336K 0.13%
583
78
$319K 0.13%
2,429
79
$318K 0.13%
1,867
80
$303K 0.12%
1,465
81
$302K 0.12%
1,575
82
$298K 0.12%
4,245
83
$294K 0.12%
602
84
$289K 0.11%
588
85
$278K 0.11%
3,100
86
$278K 0.11%
5,440
87
$266K 0.1%
+11,100
88
$257K 0.1%
2,120
89
$211K 0.08%
+2,270
90
$167K 0.07%
34,014
91
$122K 0.05%
+25,998
1 2 3
4