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
51
$219K 0.2%
4,000
52
$210K 0.19%
7,500
53
$201K 0.18%
+6,100
54
$116K 0.1%
10,000
55
-10,000