LCM
Lomas Capital Management Portfolio holdings
AUM
$1.04B
1-Year Return
24.16%
This Quarter Return
-0.83%
1 Year Return
+24.16%
3 Year Return
+63.6%
5 Year Return
+153.31%
10 Year Return
–
AUM
$482M
AUM Growth
+$75.4M
(+19%)
Cap. Flow
+$66.6M
Cap. Flow
% of AUM
13.82%
Top 10 Holdings %
Top 10 Hldgs %
49.66%
Holding
53
New
14
Increased
11
Reduced
11
Closed
11
Top Buys
| 1 |
Progressive
PGR
|
$23.3M |
| 2 |
Take-Two Interactive
TTWO
|
$21M |
| 3 |
Goldman Sachs
GS
|
$20.8M |
| 4 |
Marriott International Class A Common Stock
MAR
|
$17.7M |
| 5 |
Exelon
EXC
|
$13M |
Top Sells
| 1 |
GE Aerospace
GE
|
$25.4M |
| 2 |
Aramark
ARMK
|
$16.4M |
| 3 |
Comcast
CMCSA
|
$12.3M |
| 4 |
Sleep Number
SNBR
|
$12.3M |
| 5 |
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% |