LAMNM

Longview Asset Management (New Mexico) Portfolio holdings

AUM $132M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Sells

1 +$1.16M
2 +$1.16M
3 +$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$485K
5
INTU icon
Intuit
INTU
+$346K

Sector Composition

1 Technology 4.09%
2 Financials 1.71%
3 Consumer Discretionary 0.89%
4 Communication Services 0.77%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABBV icon
51
AbbVie
ABBV
$385B
$205K 0.16%
1,105
+29
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$556B
$204K 0.15%
671
-270
META icon
53
Meta Platforms (Facebook)
META
$1.63T
$204K 0.15%
+276
AVGO icon
54
Broadcom
AVGO
$1.75T
$204K 0.15%
+739
TOTL icon
55
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.89B
$202K 0.15%
5,039
+34
AGG icon
56
iShares Core US Aggregate Bond ETF
AGG
$132B
-4,899
IBB icon
57
iShares Biotechnology ETF
IBB
$6.38B
-2,283
INTU icon
58
Intuit
INTU
$186B
-563
TEL icon
59
TE Connectivity
TEL
$72.8B
-1,608