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
1
$22.1M 8.66%
111,676
+205
2
$14.9M 5.84%
54,058
+24
3
$14.7M 5.77%
41,549
+462
4
$12.8M 5.03%
78,946
+32,575
5
$12.4M 4.85%
108,367
+95
6
$8.64M 3.39%
31,847
7
$8.43M 3.31%
104,728
+925
8
$8.37M 3.29%
49,204
-45
9
$7.73M 3.03%
21,387
+122
10
$6.52M 2.56%
16,760
+129
11
$6.51M 2.56%
48,540
-28
12
$6.15M 2.41%
20,191
+2
13
$6.05M 2.38%
51,630
-6,427
14
$5.9M 2.32%
20,063
15
$5.65M 2.22%
49,713
+473
16
$5.57M 2.19%
20,112
+11
17
$5.13M 2.01%
8,258
+39
18
$4.96M 1.95%
20,124
+40
19
$4.43M 1.74%
111,563
+1,427
20
$4.25M 1.67%
13,192
+124
21
$3.72M 1.46%
13,125
-632
22
$3.42M 1.34%
14,196
23
$3.03M 1.19%
7,159
24
$2.96M 1.16%
13,731
+317
25
$2.7M 1.06%
15,680
1
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