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
151
– –
-59,050
152
– –
-17,210
153
– –
-48,400
154
– –
-11,707
155
– –
-12,966
3 4 5 6
7