LAM

Lynch Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 22.05%
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$432K
3
+$387K
4
NKE icon
Nike
NKE
+$274K
5
MSFT icon
Microsoft
MSFT
+$256K

Top Sells

1
+$1.66M
2
+$467K
3
+$382K
4
CVX icon
Chevron
CVX
+$216K
5
AAPL icon
Apple
AAPL
+$138K

Sector Composition

1 Technology 25.11%
2 Healthcare 24%
3 Consumer Discretionary 15.06%
4 Communication Services 12.47%
5 Financials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 1.11%
29,600
27
$1.2M 1.08%
40,000
28
$1.15M 1.03%
8,000
+3,000
29
$1.1M 0.99%
4,000
30
$1.06M 0.95%
12,600
+50
31
$1M 0.9%
12,250
+1,000
32
$965K 0.87%
12,000
33
$947K 0.85%
5,750
34
$930K 0.83%
12,400
35
$863K 0.77%
13,600
+6,100
36
$796K 0.71%
3,000
37
$701K 0.63%
7,000
38
$657K 0.59%
15,000
39
$615K 0.55%
7,150
40
$581K 0.52%
1,450
41
$554K 0.5%
6,450
42
$471K 0.42%
15,000
43
$467K 0.42%
5,000
-5,000
44
$435K 0.39%
6,275
45
$354K 0.32%
4,100
46
$349K 0.31%
2,500
47
$320K 0.29%
4,000
48
$298K 0.27%
6,050
49
$245K 0.22%
13,000
50
$232K 0.21%
4,100
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