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
$195M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$1.3M
3 +$577K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$357K
5
TSN icon
Tyson Foods
TSN
+$270K

Top Sells

1 +$1.69M
2 +$1.6M
3 +$1.27M
4
LRCX icon
Lam Research
LRCX
+$965K
5
PRU icon
Prudential Financial
PRU
+$718K

Sector Composition

1 Financials 17.84%
2 Communication Services 7.33%
3 Industrials 6.99%
4 Consumer Staples 5.95%
5 Technology 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-52,170
52
-2,018