LK
Lumbard & Kellner Portfolio holdings
AUM
$289M
1-Year Est. Return
59.5%
This Fund
S&P 500
1 Year Est. Return
+59.5%
AUM
$289M
AUM Growth
+$3.03M
(+1.1%)
Holding
106
Top Buys
| 1 | +$5.14M | |
| 2 | +$2.89M | |
| 3 | +$1.89M | |
| 4 |
Alkermes
ALKS
|
+$1.63M |
| 5 |
Amazon
AMZN
|
+$973K |
Top Sells
| 1 | +$5.87M | |
| 2 | +$4.84M | |
| 3 | +$3.79M | |
| 4 |
UiPath
PATH
|
+$3.68M |
| 5 |
Prudential Financial
PRU
|
+$2.9M |
Sector Composition
| 1 | Industrials | 14.14% |
| 2 | Technology | 11.02% |
| 3 | Energy | 8.96% |
| 4 | Financials | 8.68% |
| 5 | Materials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
General Motors
GM
$73.7B
| – | – |
-2,650
|
|
||
|
102
UiPath
PATH
$6.34B
| – | – |
-224,337
|
|
||
|
103
Prudential Financial
PRU
$35.7B
| – | – |
-25,674
|
|
||
104
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
| – | – |
-8,420
|
|
||
105
Snowflake
SNOW
$90.5B
| – | – |
-17,288
|
|
||
106
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.88B
| – | – |
-9,900
|
|