LW

Linscomb Wealth Portfolio holdings

AUM $2.32B
1-Year Est. Return 16.49%
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Sector Composition

1 Energy 13.32%
2 Industrials 2.48%
3 Healthcare 2.07%
4 Technology 1.88%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-598,887
252
-673