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
$139M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$923K
3 +$745K
4
DIS icon
Walt Disney
DIS
+$626K
5
CRWD icon
CrowdStrike
CRWD
+$412K

Top Sells

1 +$895K
2 +$430K
3 +$271K
4
SAVE
Spirit Airlines, Inc.
SAVE
+$253K
5
DAL icon
Delta Air Lines
DAL
+$246K

Sector Composition

1 Technology 32.23%
2 Healthcare 21.41%
3 Communication Services 12.34%
4 Consumer Discretionary 11.19%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,250
52
-13,000
53
-2,500