LK

Lumbard & Kellner Portfolio holdings

AUM $229M
1-Year Est. Return 23.72%
This Quarter Est. Return
1 Year Est. Return
+23.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M
2 +$998K
3 +$855K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$777K
5
LRCX icon
Lam Research
LRCX
+$670K

Top Sells

1 +$1.78M
2 +$829K
3 +$210K
4
FDX icon
FedEx
FDX
+$101K
5
IMGN
Immunogen Inc
IMGN
+$83K

Sector Composition

1 Financials 17.27%
2 Communication Services 7.56%
3 Technology 6.93%
4 Industrials 6.14%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-40,731
52
-3,016
53
-18,170