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
$583M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$35M
3
+$23M
4
CB icon
Chubb
CB
+$19.8M
5
GLD icon
SPDR Gold Trust
GLD
+$19.8M

Top Sells

1
+$23.9M
2
+$17.9M
3
+$15.2M
4
VRT icon
Vertiv
VRT
+$13.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.1M

Sector Composition

1 Consumer Discretionary 26.27%
2 Financials 23.01%
3 Communication Services 19.56%
4 Technology 6.72%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
SPDR S&P 500 ETF Trust
SPY
$715B
– –
-42,400
TGT icon
27
Target
TGT
$50.3B
– –
-78,715
1
2