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
$140M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$627K
2 +$441K
3 +$380K
4
CRM icon
Salesforce
CRM
+$372K
5
AMD icon
Advanced Micro Devices
AMD
+$352K

Top Sells

1 +$330K
2 +$112K
3 +$98K

Sector Composition

1 Technology 27.78%
2 Healthcare 21.74%
3 Consumer Discretionary 13.42%
4 Communication Services 13.28%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$233K 0.17%
2,250
52
$223K 0.16%
2,700
53
$206K 0.15%
4,100
+850