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
$116M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.05M
3
+$699K
4
PANW icon
Palo Alto Networks
PANW
+$698K
5
TSLA icon
Tesla
TSLA
+$616K

Top Sells

1
+$4.59M
2
+$746K
3
+$591K
4
BXP icon
Boston Properties
BXP
+$497K
5
WBA
Walgreens Boots Alliance
WBA
+$471K

Sector Composition

1 Technology 26.8%
2 Healthcare 26.47%
3 Consumer Discretionary 11.47%
4 Communication Services 10.76%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,100
52
– –
-4,100
53
– –
-15,000
54
– –
-10,000
1 2
3