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
$932M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$28.2M
3
+$2.21M
4
WYNN icon
Wynn Resorts
WYNN
+$2.05M
5
GM icon
General Motors
GM
+$1.97M

Top Sells

1
+$20.2M
2
+$8.52M
3
+$4.58M
4
CLX icon
Clorox
CLX
+$1.91M
5
MMM icon
3M
MMM
+$1.87M

Sector Composition

1 Energy 14.69%
2 Healthcare 3.38%
3 Industrials 3.19%
4 Technology 2.65%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-6,545
277
– –
-4,326
278
– –
-4,169
279
– –
-3,518
280
– –
-687
281
– –
-3,927
282
– –
-2,580
283
– –
-1,328
284
– –
-24,268
285
– –
-1,120
286
– –
-8,530
287
– –
-53,500
288
– –
-4,962
289
– –
-1,445
290
– –
-50,000
8 9 10 11
12