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
$2.16B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$49.7M
3
+$34.2M
4
XOM icon
Exxon Mobil
XOM
+$30.4M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$24.6M

Top Sells

1
+$9.76M
2
+$6.42M
3
+$5.77M
4
BSX icon
Boston Scientific
BSX
+$5.57M
5
NEE icon
NextEra Energy
NEE
+$5.06M

Sector Composition

1 Technology 28.02%
2 Financials 9.56%
3 Healthcare 5.65%
4 Communication Services 5.46%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,780
152
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-19,900
153
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-3,470
154
– –
-11,100
155
– –
-8,950
156
– –
-26,010
157
– –
-32,492
158
– –
-14,350
159
– –
-9,700
160
– –
-14,350
161
– –
-5,750
162
– –
-22,720
163
– –
-16,500
3 4 5 6
7