LAM

Lummis Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 21.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$8.49M
2 +$1.24M
3 +$1.04M
4
AMRZ
Amrize Ltd
AMRZ
+$827K
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$142K

Top Sells

1 +$2.22M
2 +$594K
3 +$231K
4
AAPL icon
Apple
AAPL
+$225K
5
CLX icon
Clorox
CLX
+$214K

Sector Composition

1 Technology 23.7%
2 Energy 16.22%
3 Financials 14.99%
4 Healthcare 10.02%
5 Communication Services 7.14%