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

Top Buys

1 +$1.58M
2 +$217K
3 +$134K
4
META icon
Meta Platforms (Facebook)
META
+$19.5K
5
MET icon
MetLife
MET
+$19.1K

Top Sells

1 +$6.49M
2 +$542K
3 +$316K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$75.9K
5
HON icon
Honeywell
HON
+$72.4K

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