LAMC

Longview Asset Management (California) Portfolio holdings

AUM $181M
1-Year Est. Return 10.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.56%
2 Communication Services 0.72%
3 Financials 0.68%
4 Industrials 0.59%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISTB icon
101
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.78B
$30.2K 0.02%
619
DHR icon
102
Danaher
DHR
$138B
$29.3K 0.02%
128
+17
HD icon
103
Home Depot
HD
$356B
$28.6K 0.02%
83
+15
SYK icon
104
Stryker
SYK
$140B
$28.5K 0.02%
81
VBR icon
105
Vanguard Small-Cap Value ETF
VBR
$32.9B
$25.4K 0.01%
120
+4
SDY icon
106
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$25.3K 0.01%
182
J icon
107
Jacobs Solutions
J
$16.1B
$24.8K 0.01%
187
TCBK icon
108
TriCo Bancshares
TCBK
$1.53B
$24.2K 0.01%
511
JNJ icon
109
Johnson & Johnson
JNJ
$579B
$24K 0.01%
116
+9
HON icon
110
Honeywell
HON
$149B
$23.8K 0.01%
122
+24
LLY icon
111
Eli Lilly
LLY
$884B
$23.6K 0.01%
+22
ELV icon
112
Elevance Health
ELV
$63.9B
$23.1K 0.01%
66
UNP icon
113
Union Pacific
UNP
$151B
$23.1K 0.01%
100
GEV icon
114
GE Vernova
GEV
$213B
$22.9K 0.01%
+35
VNQ icon
115
Vanguard Real Estate ETF
VNQ
$36B
$22.5K 0.01%
254
WM icon
116
Waste Management
WM
$99.2B
$22K 0.01%
100
-93
EOG icon
117
EOG Resources
EOG
$70.5B
$21.7K 0.01%
207
+25
ESGD icon
118
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.9B
$21.1K 0.01%
222
TQQQ icon
119
ProShares UltraPro QQQ
TQQQ
$26.2B
$19.8K 0.01%
376
EEM icon
120
iShares MSCI Emerging Markets ETF
EEM
$27.1B
$18.1K 0.01%
331
SPEM icon
121
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.3B
$17.4K 0.01%
372
ETN icon
122
Eaton
ETN
$135B
$15.6K 0.01%
49
BBCA icon
123
JPMorgan BetaBuilders Canada ETF
BBCA
$10.3B
$15.4K 0.01%
166
IVV icon
124
iShares Core S&P 500 ETF
IVV
$735B
$15.1K 0.01%
22
CVX icon
125
Chevron
CVX
$376B
$14.5K 0.01%
95
+27