LAM

Lynch Asset Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.41%
This Quarter Est. Return
1 Year Est. Return
+33.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$823K
3
+$763K
4
PANW icon
Palo Alto Networks
PANW
+$519K
5
AVGO icon
Broadcom
AVGO
+$363K

Top Sells

1
+$1.47M
2
+$682K
3
+$328K
4
C icon
Citigroup
C
+$254K
5
IBM icon
IBM
IBM
+$226K

Sector Composition

1 Technology 51.59%
2 Communication Services 12.01%
3 Healthcare 9.4%
4 Consumer Discretionary 8.05%
5 Industrials 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.47T
$100M 32.11%
537,900
+800
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.82T
$17.3M 5.52%
71,000
META icon
3
Meta Platforms (Facebook)
META
$1.68T
$12.9M 4.12%
17,525
-150
ABBV icon
4
AbbVie
ABBV
$404B
$10.6M 3.4%
45,850
MSFT icon
5
Microsoft
MSFT
$3.56T
$10.4M 3.34%
20,125
+100
AAPL icon
6
Apple
AAPL
$4.14T
$9.99M 3.2%
39,225
+100
AMZN icon
7
Amazon
AMZN
$2.43T
$9.31M 2.98%
42,400
+250
CRWD icon
8
CrowdStrike
CRWD
$129B
$9.29M 2.97%
18,950
+3,100
GS icon
9
Goldman Sachs
GS
$251B
$8.8M 2.82%
11,050
CMI icon
10
Cummins
CMI
$70.9B
$7.79M 2.49%
18,450
NOW icon
11
ServiceNow
NOW
$173B
$7.5M 2.4%
8,155
+80
NVO icon
12
Novo Nordisk
NVO
$214B
$6.03M 1.93%
108,700
AVGO icon
13
Broadcom
AVGO
$1.81T
$5.94M 1.9%
18,000
+1,100
AMD icon
14
Advanced Micro Devices
AMD
$355B
$5.85M 1.87%
36,150
-250
PANW icon
15
Palo Alto Networks
PANW
$136B
$5.43M 1.74%
26,650
+2,550
MA icon
16
Mastercard
MA
$487B
$5.39M 1.72%
9,475
+50
TSLA icon
17
Tesla
TSLA
$1.5T
$5.16M 1.65%
11,600
+100
UNH icon
18
UnitedHealth
UNH
$302B
$5.11M 1.64%
14,800
+300
ETN icon
19
Eaton
ETN
$132B
$4.94M 1.58%
13,200
+2,200
DIS icon
20
Walt Disney
DIS
$187B
$4.91M 1.57%
42,900
+225
VB icon
21
Vanguard Small-Cap ETF
VB
$69.8B
$4.6M 1.47%
18,100
+265
V icon
22
Visa
V
$627B
$4.4M 1.41%
12,900
-400
CVX icon
23
Chevron
CVX
$303B
$4.21M 1.35%
27,100
FDX icon
24
FedEx
FDX
$64.9B
$3.97M 1.27%
16,850
-800
IBM icon
25
IBM
IBM
$287B
$3.67M 1.17%
13,000
-800
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