LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
1-Year Est. Return
22.05%
1 Year Est. Return
+22.05%
AUM
$283M
AUM Growth
+$60.7M
(+27%)
Holding
59
Top Buys
| 1 | +$4.66M | |
| 2 | +$3.93M | |
| 3 | +$3.06M | |
| 4 |
Tesla
TSLA
|
+$1.59M |
| 5 |
Home Depot
HD
|
+$1.47M |
Top Sells
| 1 | +$1.18M | |
| 2 | +$803K | |
| 3 | +$639K | |
| 4 |
Princeton Bancorp
BPRN
|
+$518K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$173K |
Sector Composition
| 1 | Technology | 49.87% |
| 2 | Communication Services | 11.83% |
| 3 | Healthcare | 9.73% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.46T
| $84.9M | 29.93% |
537,100
+750
|
|
||
2
Meta Platforms (Facebook)
META
$1.8T
| $13M | 4.6% |
17,675
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.06T
| $12.5M | 4.41% |
71,000
|
|
||
4
Microsoft
MSFT
$3.82T
| $9.96M | 3.51% |
20,025
+2,050
|
|
||
5
Amazon
AMZN
$2.27T
| $9.25M | 3.26% |
42,150
|
|
||
6
AbbVie
ABBV
$406B
| $8.51M | 3% |
45,850
|
|
||
7
ServiceNow
NOW
$188B
| $8.3M | 2.93% |
8,075
|
|
||
8
CrowdStrike
CRWD
$122B
| $8.07M | 2.85% |
15,850
+375
|
|
||
9
Apple
AAPL
$3.74T
| $8.03M | 2.83% |
39,125
+400
|
|
||
10
Goldman Sachs
GS
$232B
| $7.82M | 2.76% |
11,050
|
|
||
11
Novo Nordisk
NVO
$242B
| $7.5M | 2.65% |
108,700
+600
|
|
||
12
Cummins
CMI
$56.7B
| $6.04M | 2.13% |
18,450
+700
|
|
||
13
Mastercard
MA
$507B
| $5.3M | 1.87% |
9,425
+2,500
|
|
||
14
Walt Disney
DIS
$199B
| $5.29M | 1.87% |
42,675
+150
|
|
||
15
Advanced Micro Devices
AMD
$378B
| $5.17M | 1.82% |
36,400
+700
|
|
||
16
Palo Alto Networks
PANW
$141B
| $4.93M | 1.74% |
24,100
+900
|
|
||
17
Visa
V
$664B
| $4.72M | 1.67% |
13,300
|
|
||
18
Broadcom
AVGO
$1.65T
| $4.66M | 1.64% |
+16,900
|
|
||
19
UnitedHealth
UNH
$323B
| $4.52M | 1.6% |
14,500
+3,050
|
|
||
20
Vanguard Small-Cap ETF
VB
$67B
| $4.23M | 1.49% |
17,835
+750
|
|
||
21
IBM
IBM
$262B
| $4.07M | 1.44% |
13,800
|
|
||
22
FedEx
FDX
$56.1B
| $4.01M | 1.42% |
17,650
+200
|
|
||
23
Emerson Electric
EMR
$72.8B
| $4M | 1.41% |
30,000
|
|
||
24
Eaton
ETN
$145B
| $3.93M | 1.39% |
+11,000
|
|
||
25
Chevron
CVX
$308B
| $3.88M | 1.37% |
27,100
|
|