LAM
LOM Asset Management Portfolio holdings
AUM
$296M
This Quarter Return
+11.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$296M
AUM Growth
–
Cap. Flow
+$296M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Broadcom
AVGO
|
$13.7M |
| 2 |
Microsoft
MSFT
|
$11.4M |
| 3 |
NVIDIA
NVDA
|
$8.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$8.63M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$7.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Financials | 11.92% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Communication Services | 6.51% |
| 5 | Healthcare | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Abbott
ABT
$230B
| $8K | ﹤0.01% |
+60
| New | +$8K |
|
252
Fidelity National Information Services
FIS
$35.6B
| $8K | ﹤0.01% |
+100
| New | +$8K |
|