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
$194M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$202K
3 +$133K
4
META icon
Meta Platforms (Facebook)
META
+$18.4K
5
MET icon
MetLife
MET
+$18.1K

Top Sells

1 +$6.22M
2 +$497K
3 +$319K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$72.1K
5
HON icon
Honeywell
HON
+$70.9K

Sector Composition

1 Financials 13.97%
2 Communication Services 11.55%
3 Healthcare 8.81%
4 Consumer Staples 8.09%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$206K 0.11%
1,500
52
$186K 0.1%
3,351