LCM

Lomas Capital Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 24.16%
This Quarter Est. Return
1 Year Est. Return
+24.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$20.1M
3
+$18.2M
4
MTB icon
M&T Bank
MTB
+$12.7M
5
CMA icon
Comerica
CMA
+$11.7M

Top Sells

1
+$30.1M
2
+$18.6M
3
+$18.1M
4
USFD icon
US Foods
USFD
+$14M
5
AON icon
Aon
AON
+$6.23M

Sector Composition

1 Financials 28.49%
2 Communication Services 25.18%
3 Materials 18.14%
4 Consumer Discretionary 15.59%
5 Utilities 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 0.91%
+329,503
27
$6.27M 0.89%
+58,045
28
$6.11M 0.87%
+127,000
29
$5.97M 0.85%
+191,904
30
$5.96M 0.84%
168,318
+22,735
31
$2.9M 0.41%
+121,017
32
– –
-45,444
33
– –
-369,719
34
– –
-436,736
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