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
$196M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$872K
2 +$692K
3 +$203K
4
CSCO icon
Cisco
CSCO
+$52.6K
5
ORCL icon
Oracle
ORCL
+$9K

Top Sells

1 +$6.84M
2 +$6.04M
3 +$4.98M
4
FLKR icon
Franklin FTSE South Korea ETF
FLKR
+$3.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.8M

Sector Composition

1 Financials 13.41%
2 Communication Services 10.7%
3 Industrials 10.59%
4 Energy 8.93%
5 Technology 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-554,679
77
-8,349