LAM
Lingohr Asset Management Portfolio holdings
AUM
$55.2M
This Quarter Return
+0.61%
1 Year Return
+36.63%
3 Year Return
+111.77%
5 Year Return
+215.59%
10 Year Return
+241.27%
AUM
$102M
AUM Growth
+$102M
(+5.4%)
Cap. Flow
+$5.82M
Cap. Flow
% of AUM
5.71%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
146
New
37
Increased
20
Reduced
26
Closed
34
Top Buys
| 1 |
Bombardier Recreational Products
DOOO
|
$1.13M |
| 2 |
ManpowerGroup
MAN
|
$1.06M |
| 3 |
Cencora
COR
|
$1.05M |
| 4 |
Pultegroup
PHM
|
$1.05M |
| 5 |
Williams-Sonoma
WSM
|
$1.04M |
Top Sells
| 1 |
KLA
KLAC
|
$1.15M |
| 2 |
Gildan
GIL
|
$1.06M |
| 3 |
Whirlpool
WHR
|
$1.05M |
| 4 |
CDW
CDW
|
$1.04M |
| 5 |
Sanmina
SANM
|
$1.03M |
Sector Composition
| 1 | Financials | 25.46% |
| 2 | Consumer Discretionary | 25.38% |
| 3 | Industrials | 11.75% |
| 4 | Technology | 10.02% |
| 5 | Materials | 8.53% |
