LA
LM Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+1.41%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$61.8B
AUM Growth
+$61.8B
(+9,714%)
Cap. Flow
-$903M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
87.91%
Holding
224
New
8
Increased
42
Reduced
75
Closed
40
Top Buys
| 1 |
SBA Communications
SBAC
|
$564M |
| 2 |
Gilead Sciences
GILD
|
$550M |
| 3 |
Palo Alto Networks
PANW
|
$493M |
| 4 |
NVIDIA
NVDA
|
$295M |
| 5 |
Prologis
PLD
|
$271M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.31B |
| 2 |
Salesforce
CRM
|
$495M |
| 3 |
Pfizer
PFE
|
$184M |
| 4 |
Generac Holdings
GNRC
|
$122M |
| 5 |
Walt Disney
DIS
|
$49.4M |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Consumer Discretionary | 6.27% |
| 3 | Real Estate | 4.81% |
| 4 | Communication Services | 3.15% |
| 5 | Consumer Staples | 1.59% |
