LM
Luminus Management Portfolio holdings
AUM
$384M
1-Year Return
12.47%
This Quarter Return
-0.66%
1 Year Return
-12.47%
3 Year Return
-17.73%
5 Year Return
+54.77%
10 Year Return
+51.24%
AUM
$3.9B
AUM Growth
-$392M
(-9.1%)
Cap. Flow
-$367M
Cap. Flow
% of AUM
-9.42%
Top 10 Holdings %
Top 10 Hldgs %
39.98%
Holding
160
New
37
Increased
32
Reduced
34
Closed
48
Top Buys
| 1 |
NRG Energy
NRG
|
$178M |
| 2 |
Atmos Energy
ATO
|
$70.3M |
| 3 |
Consolidated Edison
ED
|
$63.1M |
| 4 |
MDR
McDermott International
MDR
|
$60.1M |
| 5 |
ARCH
Arch Resources, Inc.
ARCH
|
$57.5M |
Top Sells
| 1 |
Rio Tinto
RIO
|
$121M |
| 2 |
Air Products & Chemicals
APD
|
$118M |
| 3 |
KSU
Kansas City Southern
KSU
|
$92.2M |
| 4 |
Vistra
VST
|
$79.5M |
| 5 |
Ashland
ASH
|
$76.3M |
Sector Composition
| 1 | Energy | 27.16% |
| 2 | Utilities | 27.05% |
| 3 | Materials | 21.8% |
| 4 | Industrials | 14.84% |
| 5 | Technology | 2.47% |
