LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
This Quarter Return
+10.34%
1 Year Return
+22.05%
3 Year Return
+195.91%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+4.2%)
Cap. Flow
-$5.56M
Cap. Flow
% of AUM
-4.78%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
54
New
–
Increased
8
Reduced
18
Closed
5
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$1.17M |
| 2 |
CrowdStrike
CRWD
|
$1.05M |
| 3 |
ServiceNow
NOW
|
$699K |
| 4 |
Palo Alto Networks
PANW
|
$698K |
| 5 |
Tesla
TSLA
|
$616K |
Top Sells
| 1 |
Nike
NKE
|
$4.59M |
| 2 |
Cigna
CI
|
$746K |
| 3 |
Mastercard
MA
|
$591K |
| 4 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Rivian
RIVN
$16.1B
| – | – |
-6,100
| Closed | -$201K |
|
52
Roku
ROKU
$14B
| – | – |
-4,100
| Closed | -$232K |
|
|
WBA
53
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-15,000
| Closed | -$471K |
|
54
Warner Bros
WBD
$28B
| – | – |
-10,000
| Closed | -$116K |
|