LAM

Lewis Asset Management Portfolio holdings

AUM $243M
1-Year Est. Return 26.28%
This Quarter Est. Return
1 Year Est. Return
+26.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$6.61M
3 +$6.02M
4
MSFT icon
Microsoft
MSFT
+$5.46M
5
AMZN icon
Amazon
AMZN
+$3.69M

Top Sells

No sells this quarter

Sector Composition

1 Technology 34.97%
2 Communication Services 10.61%
3 Financials 9.05%
4 Healthcare 6.87%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$220K 0.2%
+2,198
102
$214K 0.2%
+2,594
103
$209K 0.19%
+708
104
$208K 0.19%
+3,951
105
$194K 0.18%
+13,835
106
$153K 0.14%
+10,600
107
$116K 0.11%
+7,421
108
$105K 0.1%
+15,494
109
$95.5K 0.09%
+19,500