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
$1.82B
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$53.9M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$13.9M
5
AAPL icon
Apple
AAPL
+$13.8M

Top Sells

1
+$72.6M
2
+$28.5M
3
+$19.7M
4
BND icon
Vanguard Total Bond Market
BND
+$17.5M
5
LHX icon
L3Harris
LHX
+$14.8M

Sector Composition

1 Real Estate 11.1%
2 Technology 9.46%
3 Utilities 6.19%
4 Communication Services 5.46%
5 Financials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$370K 0.02%
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