LAM
LOM Asset Management Portfolio holdings
AUM
$328M
1 Year Est. Return
–
AUM
$328M
AUM Growth
+$32.3M
(+11%)
Holding
259
Top Buys
| 1 | +$856K | |
| 2 | +$831K | |
| 3 | +$649K | |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$628K |
| 5 |
Eli Lilly
LLY
|
+$556K |
Top Sells
| 1 | +$770K | |
| 2 | +$646K | |
| 3 | +$463K | |
| 4 |
Pinnacle West Capital
PNW
|
+$456K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$454K |
Sector Composition
| 1 | Technology | 23.18% |
| 2 | Financials | 11.74% |
| 3 | Consumer Discretionary | 8.94% |
| 4 | Communication Services | 7.1% |
| 5 | Healthcare | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
General Dynamics
GD
$91.1B
| $2.12M | 0.65% |
6,201
+469
|
|
||
52
United Rentals
URI
$50.7B
| $2.12M | 0.65% |
2,215
+73
|
|
||
53
iShares Core High Dividend ETF
HDV
$11.7B
| $2.11M | 0.64% |
17,259
+160
|
|
||
54
Wells Fargo
WFC
$282B
| $2.11M | 0.64% |
25,137
+642
|
|
||
55
NextEra Energy
NEE
$173B
| $2.1M | 0.64% |
27,789
+1,173
|
|
||
56
Charles Schwab
SCHW
$167B
| $2.09M | 0.64% |
21,921
+3,467
|
|
||
57
Marathon Petroleum
MPC
$57.3B
| $2.08M | 0.63% |
10,788
-410
|
|
||
|
58
iShares MSCI Japan ETF
EWJ
$15.9B
| $2.06M | 0.63% |
25,624
+7,830
|
|
||
59
Mondelez International
MDLZ
$70.9B
| $1.99M | 0.61% |
31,835
+120
|
|
||
60
iShares Select Dividend ETF
DVY
$20.7B
| $1.91M | 0.58% |
13,404
+130
|
|
||
61
American Electric Power
AEP
$62.8B
| $1.89M | 0.58% |
16,781
-235
|
|
||
62
UnitedHealth
UNH
$300B
| $1.87M | 0.57% |
5,424
-95
|
|
||
63
Johnson & Johnson
JNJ
$487B
| $1.87M | 0.57% |
10,082
-95
|
|
||
64
Oracle
ORCL
$620B
| $1.81M | 0.55% |
6,443
+2,306
|
|
||
65
Micron Technology
MU
$267B
| $1.78M | 0.54% |
10,612
+1,845
|
|
||
66
AbbVie
ABBV
$400B
| $1.71M | 0.52% |
7,367
-105
|
|
||
67
Lam Research
LRCX
$199B
| $1.69M | 0.51% |
12,601
+345
|
|
||
68
Duke Energy
DUK
$90.6B
| $1.66M | 0.51% |
13,406
+169
|
|
||
69
L3Harris
LHX
$52.1B
| $1.66M | 0.51% |
5,423
+294
|
|
||
|
70
Eli Lilly
LLY
$904B
| $1.61M | 0.49% |
2,116
+728
|
|
||
71
Exxon Mobil
XOM
$491B
| $1.59M | 0.49% |
14,121
+2,264
|
|
||
72
Qualcomm
QCOM
$187B
| $1.59M | 0.48% |
9,554
+431
|
|
||
73
IQVIA
IQV
$38.5B
| $1.58M | 0.48% |
8,342
-745
|
|
||
74
ASML
ASML
$427B
| $1.57M | 0.48% |
1,622
+557
|
|
||
75
Adobe
ADBE
$145B
| $1.56M | 0.48% |
4,429
-1,832
|
|