LAMI
Longview Asset Management (Illinois) Portfolio holdings
AUM
$8.61B
This Quarter Return
+6.97%
1 Year Return
+3.32%
3 Year Return
+36.88%
5 Year Return
+101.87%
10 Year Return
+118.93%
AUM
$6.35B
AUM Growth
+$6.35B
(+6.9%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 96.94% |
| 2 | Materials | 3.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
General Dynamics
GD
$87.3B
| $5.98B | 94.26% | 32,898,410 | – | – |
|
|
UNVR
2
DELISTED
Univar Solutions Inc.
UNVR
| $194M | 3.06% | 8,822,611 | – | – |
|
3
Alamo Group
ALG
$2.56B
| $170M | 2.68% | 1,700,100 | – | – |
|