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
$482M
AUM Growth
+$75.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$21M
3
+$20.8M
4
MAR icon
Marriott International
MAR
+$17.7M
5
EXC icon
Exelon
EXC
+$13M

Top Sells

1
+$25.4M
2
+$16.4M
3
+$12.3M
4
SNBR icon
Sleep Number
SNBR
+$12.3M
5
ZTS icon
Zoetis
ZTS
+$9.71M

Sector Composition

1 Communication Services 26.76%
2 Financials 25.41%
3 Consumer Discretionary 9.32%
4 Industrials 8.3%
5 Materials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-70,882
52
– –
-52,893
53
– –
-185,259
1 2
3