LM

Lockheed Martin Portfolio holdings

AUM $12.1M
1-Year Est. Return 46.13%
This Quarter Est. Return
1 Year Est. Return
-46.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.8M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$200K

Top Sells

1 +$69K

Sector Composition

1 Industrials 77.13%
2 Technology 22.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.9M 46.53%
13,206,007
2
$13.7M 30.6%
3,639,111
3
$8.74M 19.48%
2,532,179
4
$1.32M 2.94%
915,750
5
$200K 0.45%
+255,406
6
-32,445