LK

Lumbard & Kellner Portfolio holdings

AUM $286M
1-Year Est. Return 39.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.26%
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 +$6.25M
2 +$3.07M
3 +$422K
4
PRU icon
Prudential Financial
PRU
+$239K
5
EPOL icon
iShares MSCI Poland ETF
EPOL
+$170K

Top Sells

1 +$3.4M
2 +$516K
3 +$446K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$356K
5
ELV icon
Elevance Health
ELV
+$331K

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