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
HD icon
26
Home Depot
HD
$350B
$3.65M 1.17%
9,000
EMR icon
27
Emerson Electric
EMR
$76.7B
$3.61M 1.15%
27,500
-2,500
TT icon
28
Trane Technologies
TT
$90.3B
$3.38M 1.08%
8,000
COST icon
29
Costco
COST
$395B
$3.33M 1.07%
3,600
+300
ULTA icon
30
Ulta Beauty
ULTA
$24.1B
$2.98M 0.95%
5,450
CI icon
31
Cigna
CI
$71.4B
$2.81M 0.9%
9,750
-250
QCOM icon
32
Qualcomm
QCOM
$186B
$2.79M 0.89%
16,800
-4,100
SPOT icon
33
Spotify
SPOT
$114B
$2.44M 0.78%
3,500
JNJ icon
34
Johnson & Johnson
JNJ
$488B
$2.11M 0.68%
11,400
+250
AVB icon
35
AvalonBay Communities
AVB
$25.5B
$2.03M 0.65%
10,500
CMG icon
36
Chipotle Mexican Grill
CMG
$44.8B
$1.96M 0.63%
50,000
VXUS icon
37
Vanguard Total International Stock ETF
VXUS
$112B
$1.85M 0.59%
25,150
SBUX icon
38
Starbucks
SBUX
$96.6B
$1.62M 0.52%
19,100
+250
PFE icon
39
Pfizer
PFE
$146B
$1.13M 0.36%
44,500
-2,200
LLY icon
40
Eli Lilly
LLY
$908B
$763K 0.24%
+1,000
MRK icon
41
Merck
MRK
$251B
$755K 0.24%
9,000
NKE icon
42
Nike
NKE
$97.1B
$328K 0.1%
4,700
-21,150
C icon
43
Citigroup
C
$193B
$254K 0.08%
2,500
-2,500
VUG icon
44
Vanguard Growth ETF
VUG
$201B
$212K 0.07%
443
VTV icon
45
Vanguard Value ETF
VTV
$153B
$153K 0.05%
818
JAKK icon
46
Jakks Pacific
JAKK
$187M
$142K 0.05%
7,600
WMT icon
47
Walmart
WMT
$912B
$82.4K 0.03%
800
VOO icon
48
Vanguard S&P 500 ETF
VOO
$801B
$67.4K 0.02%
110
+13
GOOG icon
49
Alphabet (Google) Class C
GOOG
$3.83T
$60.9K 0.02%
+250
PSX icon
50
Phillips 66
PSX
$56.1B
$47.6K 0.02%
350
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