LMIM

Lockheed Martin Investment Management Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.34%
This Quarter Est. Return
1 Year Est. Return
+21.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$92.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$15.1M
3
+$15M
4
ISRG icon
Intuitive Surgical
ISRG
+$14.9M
5
KO icon
Coca-Cola
KO
+$12.7M

Top Sells

1
+$32.4M
2
+$12.2M
3
+$9.85M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
DE icon
Deere & Co
DE
+$8.24M

Sector Composition

1 Technology 18.68%
2 Real Estate 6.38%
3 Healthcare 5.74%
4 Financials 5.65%
5 Utilities 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.34%
135,960
-17,700
52
$4.7M 0.34%
20,160
53
$4.68M 0.33%
43,210
-2,800
54
$4.49M 0.32%
5,780
-1,500
55
$4.13M 0.3%
10,840
56
$4.11M 0.29%
79,000
+28,550
57
$3.79M 0.27%
+36,660
58
$3.45M 0.25%
+73,300
59
$3.43M 0.25%
+4,530
60
$3.36M 0.24%
66,170
-53,000
61
$3.34M 0.24%
21,700
62
$3.32M 0.24%
24,579
-6,800
63
$3.24M 0.23%
+35,400
64
$2.97M 0.21%
58,200
-239,136
65
$2.96M 0.21%
+43,900
66
$2.92M 0.21%
38,600
-4,200
67
$2.89M 0.21%
9,540
-2,700
68
$2.88M 0.21%
67,890
-62,200
69
$2.77M 0.2%
+40,500
70
$2.6M 0.19%
30,600
-3,400
71
$2.58M 0.19%
+34,700
72
$2.58M 0.18%
16,750
-64,020
73
$2.58M 0.18%
49,600
-5,400
74
$2.54M 0.18%
32,990
-29,450
75
$2.52M 0.18%
29,853
-8,200
1 2
3
4 5