LAM
Longboard Asset Management Portfolio holdings
AUM
$5.79M
1-Year Est. Return
33.33%
This Fund
S&P 500
1 Year Est. Return
+33.33%
AUM
$5.79M
AUM Growth
-$9.94M
(-63%)
Holding
79
Top Buys
| 1 | +$209K | |
| 2 | +$208K | |
| 3 | +$205K | |
| 4 |
Exelon
EXC
|
+$203K |
| 5 |
Quest Diagnostics
DGX
|
+$201K |
Top Sells
| 1 | +$288K | |
| 2 | +$286K | |
| 3 | +$281K | |
| 4 |
Norfolk Southern
NSC
|
+$281K |
| 5 |
L3Harris
LHX
|
+$276K |
Sector Composition
| 1 | Utilities | 48.65% |
| 2 | Real Estate | 27.4% |
| 3 | Financials | 13.42% |
| 4 | Healthcare | 7.04% |
| 5 | Consumer Discretionary | 3.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ventas
VTR
$41.5B
| – | – |
-3,165
|
|
||
77
Welltower
WELL
$150B
| – | – |
-1,106
|
|
||
78
Watts Water Technologies
WTS
$9.97B
| – | – |
-736
|
|
||
79
Willis Towers Watson
WTW
$27.3B
| – | – |
-782
|
|