LAM

Lummis Asset Management Portfolio holdings

AUM $152M
1-Year Est. Return 20.25%
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$596K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$1.72M
3 +$1.22M
4
BG icon
Bunge Global
BG
+$125K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$105K

Top Sells

1 +$9.07M
2 +$2.7M
3 +$1.97M
4
GTX icon
Garrett Motion
GTX
+$1.84M
5
ORCL icon
Oracle
ORCL
+$213K

Sector Composition

1 Technology 21.76%
2 Energy 17.82%
3 Financials 15.47%
4 Healthcare 9.7%
5 Industrials 6.69%