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
$212M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$9.52M
2 +$4.69M
3 +$3.18M
4
BE icon
Bloom Energy
BE
+$3.02M
5
NFE icon
New Fortress Energy
NFE
+$1.18M

Top Sells

1 +$4.33M
2 +$3.94M
3 +$2.74M
4
HBM icon
Hudbay
HBM
+$2.17M
5
GLW icon
Corning
GLW
+$1.62M

Sector Composition

1 Technology 15.12%
2 Energy 14.67%
3 Financials 11.11%
4 Industrials 8.09%
5 Utilities 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,107
77
-49,101
78
-360
79
-67,137
80
-22,173