LM

Luminus Management Portfolio holdings

AUM $111M
1-Year Est. Return 23.3%
This Quarter Est. Return
1 Year Est. Return
-23.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$496M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$82.1M
3 +$75M
4
FE icon
FirstEnergy
FE
+$66.5M
5
ETR icon
Entergy
ETR
+$65.9M

Top Sells

1 +$80.8M
2 +$52.5M
3 +$45.3M
4
UPS icon
United Parcel Service
UPS
+$38.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$29.3M

Sector Composition

1 Utilities 48.94%
2 Industrials 18.65%
3 Energy 12.88%
4 Materials 10.78%
5 Technology 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
0
177
0