LAM
Lummis Asset Management Portfolio holdings
AUM
$153M
This Quarter Return
+1.49%
1 Year Return
+13.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$75.7M
AUM Growth
+$75.7M
(+1.5%)
Cap. Flow
+$1.22M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
56.32%
Holding
157
New
2
Increased
26
Reduced
9
Closed
5
Top Buys
| 1 |
Triple Flag Precious Metals
TFPM
|
$702K |
| 2 |
Amphenol
APH
|
$112K |
| 3 |
Xcel Energy
XEL
|
$89K |
| 4 |
Apple
AAPL
|
$70.3K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$46K |
Top Sells
| 1 |
Allstate
ALL
|
$64K |
| 2 |
Howard Hughes
HHH
|
$36.3K |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$26.3K |
| 4 |
Acushnet Holdings
GOLF
|
$17.8K |
| 5 |
Oracle
ORCL
|
$8.75K |
Sector Composition
| 1 | Technology | 23.89% |
| 2 | Energy | 16.89% |
| 3 | Financials | 15.17% |
| 4 | Consumer Discretionary | 9.31% |
| 5 | Industrials | 6.71% |
