LAM

Lountzis Asset Management Portfolio holdings

AUM $306M
1-Year Est. Return 26.35%
This Quarter Est. Return
1 Year Est. Return
+26.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$12.2K
3 +$9.83K

Top Sells

1 +$294K
2 +$152K
3 +$136K
4
GEF icon
Greif
GEF
+$118K
5
WFC icon
Wells Fargo
WFC
+$113K

Sector Composition

1 Financials 48.53%
2 Technology 28.07%
3 Healthcare 11.76%
4 Communication Services 4.85%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELV icon
51
Elevance Health
ELV
$73.5B
-755