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
DE icon
51
Deere & Co
DE
$130B
$45.7K 0.01%
+100
MCK icon
52
McKesson
MCK
$100B
$38.6K 0.01%
+50
DUK icon
53
Duke Energy
DUK
$92B
$30.9K 0.01%
250
DKNG icon
54
DraftKings
DKNG
$17.5B
$29.9K 0.01%
800
PK icon
55
Park Hotels & Resorts
PK
$2.11B
$13.3K ﹤0.01%
1,200
SPYD icon
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
$11K ﹤0.01%
250
GEHC icon
57
GE HealthCare
GEHC
$37.6B
– –
-2,500
OGE icon
58
OGE Energy
OGE
$9.04B
– –
-800
SCHF icon
59
Schwab International Equity ETF
SCHF
$53.9B
– –
-2,004
XOM icon
60
Exxon Mobil
XOM
$494B
– –
-350
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