LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
This Quarter Return
-7.52%
1 Year Return
+22.05%
3 Year Return
+195.91%
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(-8.9%)
Cap. Flow
+$7.24M
Cap. Flow
% of AUM
6.5%
Top 10 Holdings %
Top 10 Hldgs %
50.65%
Holding
55
New
1
Increased
10
Reduced
4
Closed
1
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$475K |
| 2 |
Salesforce
CRM
|
$432K |
| 3 |
Advanced Micro Devices
AMD
|
$387K |
| 4 |
Nike
NKE
|
$274K |
| 5 |
Microsoft
MSFT
|
$256K |
Top Sells
| 1 |
Cigna
CI
|
$1.66M |
| 2 |
Fiserv
FI
|
$467K |
| 3 |
Kraft Heinz
KHC
|
$382K |
| 4 |
Chevron
CVX
|
$216K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AstraZeneca
AZN
$255B
| $219K | 0.2% |
4,000
| – | – |
|
52
Delta Air Lines
DAL
$40B
| $210K | 0.19% |
7,500
| – | – |
|
53
Rivian
RIVN
$17.5B
| $201K | 0.18% |
+6,100
| New | +$201K |
|
54
Warner Bros
WBD
$29.5B
| $116K | 0.1% |
10,000
| – | – |
|
|
55
Kraft Heinz
KHC
$31.9B
| – | – |
-10,000
| Closed | -$382K |
|