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
$152M
AUM Growth
-$596K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.97M
3 +$1.29M
4
BG icon
Bunge Global
BG
+$519K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$107K

Top Sells

1 +$8.93M
2 +$1.93M
3 +$1.84M
4
TFPM icon
Triple Flag Precious Metals
TFPM
+$1.73M
5
ORCL icon
Oracle
ORCL
+$193K

Sector Composition

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