LK
Lumbard & Kellner Portfolio holdings
AUM
$286M
1-Year Est. Return
39.26%
This Fund
S&P 500
1 Year Est. Return
+39.26%
AUM
$286M
AUM Growth
+$13.7M
(+5%)
Holding
102
Top Buys
| 1 | +$4.31M | |
| 2 | +$3.49M | |
| 3 | +$2.54M | |
| 4 |
Petrobras
PBR
|
+$2.44M |
| 5 |
Adobe
ADBE
|
+$553K |
Top Sells
| 1 | +$2.18M | |
| 2 | +$2.13M | |
| 3 | +$1.83M | |
| 4 |
Bloom Energy
BE
|
+$1.66M |
| 5 |
First Solar
FSLR
|
+$1.59M |
Sector Composition
| 1 | Technology | 16.25% |
| 2 | Industrials | 12.64% |
| 3 | Financials | 10.36% |
| 4 | Materials | 8.31% |
| 5 | Energy | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ADAP
101
DELISTED
Adaptimmune Therapeutics
ADAP
| – | – |
-114,264
|
|
||
102
FIVE9
FIVN
$1.21B
| – | – |
-88,046
|
|