LAM
Lewis Asset Management Portfolio holdings
AUM
$243M
1-Year Est. Return
26.28%
1 Year Est. Return
+26.28%
AUM
$213M
AUM Growth
+$91.7M
(+76%)
Holding
183
Top Buys
| 1 | +$7.91M | |
| 2 | +$4.23M | |
| 3 | +$3.59M | |
| 4 |
Apple
AAPL
|
+$2.65M |
| 5 |
Oracle
ORCL
|
+$2.62M |
Top Sells
| 1 | +$527K | |
| 2 | +$493K | |
| 3 | +$444K | |
| 4 |
Devon Energy
DVN
|
+$371K |
| 5 |
Booz Allen Hamilton
BAH
|
+$352K |
Sector Composition
| 1 | Technology | 30.27% |
| 2 | Healthcare | 7.51% |
| 3 | Financials | 7.23% |
| 4 | Communication Services | 7.16% |
| 5 | Consumer Discretionary | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Global Clean Energy ETF
ICLN
$1.77B
| $131K | 0.06% |
+10,000
|
|
||
177
Health Care Select Sector SPDR Fund
XLV
$35.8B
| – | – |
-1,377
|
|
||
178
Marvell Technology
MRVL
$72.6B
| – | – |
-3,351
|
|
||
179
Merck
MRK
$219B
| – | – |
-3,902
|
|
||
180
Mondelez International
MDLZ
$79.9B
| – | – |
-2,967
|
|
||
|
181
Devon Energy
DVN
$20.4B
| – | – |
-9,915
|
|
||
|
182
Booz Allen Hamilton
BAH
$12.4B
| – | – |
-3,367
|
|
||
183
Aspen Aerogels
ASPN
$652M
| – | – |
-33,100
|
|