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
$144M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$6.62M
3
+$5.88M
4
BSM icon
Black Stone Minerals
BSM
+$4.77M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.99M

Top Sells

1
+$1.29M
2
+$8.24K
3
+$7.48K
4
NXPI icon
NXP Semiconductors
NXPI
+$6.24K
5
APH icon
Amphenol
APH
+$5.38K

Sector Composition

1 Technology 22.97%
2 Energy 18.92%
3 Financials 15.58%
4 Healthcare 10.07%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$916 ﹤0.01%
3
152
$856 ﹤0.01%
24
153
$796 ﹤0.01%
3
154
$773 ﹤0.01%
36
155
$323 ﹤0.01%
4
156
$136 ﹤0.01%
2
157
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158
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159
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161
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3 4 5 6
7