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
$272M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.28M
3 +$3.83M
4
FSLR icon
First Solar
FSLR
+$3.82M
5
FLIN icon
Franklin FTSE India ETF
FLIN
+$3.73M

Top Sells

1 +$15M
2 +$7.8M
3 +$4.57M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.83M
5
PLUS icon
ePlus
PLUS
+$1.8M

Sector Composition

1 Technology 16.24%
2 Industrials 14.99%
3 Financials 10.62%
4 Materials 6.82%
5 Energy 5.7%