LK

Lumbard & Kellner Portfolio holdings

AUM $272M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$6.26M
2 +$2.95M
3 +$445K
4
PRU icon
Prudential Financial
PRU
+$243K
5
FDX icon
FedEx
FDX
+$179K

Top Sells

1 +$3.4M
2 +$516K
3 +$435K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$354K
5
ELV icon
Elevance Health
ELV
+$347K

Sector Composition

1 Financials 17.41%
2 Communication Services 8.91%
3 Industrials 6.66%
4 Technology 6.42%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,698