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

Top Buys

1 +$1.21M
2 +$752K
3 +$198K
4
CSCO icon
Cisco
CSCO
+$59.1K
5
ORCL icon
Oracle
ORCL
+$9.22K

Top Sells

1 +$7.19M
2 +$6.04M
3 +$4.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.14M
5
FLKR icon
Franklin FTSE South Korea ETF
FLKR
+$3.96M

Sector Composition

1 Financials 13.41%
2 Communication Services 10.88%
3 Industrials 10.59%
4 Energy 8.93%
5 Technology 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,952
77
-554,679