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
$223M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$337K
3
+$202K
4
NVO icon
Novo Nordisk
NVO
+$79.9K
5
MRK icon
Merck
MRK
+$71.8K

Top Sells

1
+$204K
2
+$62.2K
3
+$52.2K
4
FDX icon
FedEx
FDX
+$24.4K
5
AAPL icon
Apple
AAPL
+$22.2K

Sector Composition

1 Technology 44.72%
2 Healthcare 13.65%
3 Communication Services 12.78%
4 Consumer Discretionary 9.02%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.13%
50,000
27
$2.27M 1.02%
2,400
28
$2.25M 1.01%
10,500
29
$2.21M 0.99%
34,850
30
$2M 0.9%
5,450
31
$1.93M 0.86%
3,500
32
$1.85M 0.83%
18,850
33
$1.83M 0.82%
11,050
+300
34
$1.83M 0.82%
5,000
35
$1.72M 0.77%
27,650
+1,000
36
$1.68M 0.76%
6,500
+100
37
$1.18M 0.53%
46,700
+1,200
38
$1.18M 0.53%
32,000
39
$803K 0.36%
12,300
-800
40
$790K 0.35%
8,800
+800
41
$518K 0.23%
+16,946
42
$355K 0.16%
5,000
43
$337K 0.15%
+1,000
44
$202K 0.09%
+2,500
45
– –
-7,250
1
2