LW

Linscomb Wealth Portfolio holdings

AUM $2.18B
1-Year Est. Return 16.68%
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$916M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$9.44M
2 +$1.99M
3 +$1.86M
4
MSFT icon
Microsoft
MSFT
+$1.8M
5
RAI
Reynolds American Inc
RAI
+$931K

Top Sells

1 +$3.49M
2 +$2.24M
3 +$2.19M
4
WYNN icon
Wynn Resorts
WYNN
+$2.05M
5
COP icon
ConocoPhillips
COP
+$1.89M

Sector Composition

1 Energy 14.29%
2 Healthcare 3.69%
3 Industrials 3.2%
4 Technology 2.89%
5 Financials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-34,249
277
-15,738
278
-15,125