LAMNM
Longview Asset Management (New Mexico) Portfolio holdings
AUM
$145M
1-Year Est. Return
13.51%
1 Year Est. Return
+13.51%
AUM
$145M
AUM Growth
+$12.5M
(+9.5%)
Holding
60
Top Buys
| 1 | +$1.6M | |
| 2 | +$1.54M | |
| 3 | +$1.41M | |
| 4 |
AltShares Merger Arbitrage ETF
ARB
|
+$1.35M |
| 5 |
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
|
+$1.23M |
Top Sells
| 1 | +$1.89M | |
| 2 | +$1.16M | |
| 3 | +$452K | |
| 4 |
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
|
+$411K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
+$312K |
Sector Composition
| 1 | Technology | 3.74% |
| 2 | Financials | 1.66% |
| 3 | Consumer Discretionary | 0.84% |
| 4 | Communication Services | 0.77% |
| 5 | Consumer Staples | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$309B
| $201K | 0.14% |
+2,935
|
|
||
|
BITF
52
Bitfarms
BITF
$1.49B
| $47.1K | 0.03% |
+16,700
|
|
||
53
Bakkt Holdings Inc Warrants
BKKT.WS
$1.21M
| $30.4K | 0.02% |
+67,540
|
|
||
54
Danaher
DHR
$159B
| – | – |
-1,040
|
|
||
55
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
| – | – |
-39,861
|
|
||
56
Johnson & Johnson
JNJ
$504B
| – | – |
-1,499
|
|
||
57
JPMorgan Income ETF
JPIE
$6.55B
| – | – |
-4,832
|
|
||
58
Meta Platforms (Facebook)
META
$1.68T
| – | – |
-276
|
|
||
59
Nuveen ESG Mid-Cap Growth ETF
NUMG
$400M
| – | – |
-6,320
|
|
||
60
Nuveen ESG Mid-Cap Value ETF
NUMV
$410M
| – | – |
-8,032
|
|