LAM
Lynch Asset Management Portfolio holdings
AUM
$283M
This Quarter Return
+14.95%
1 Year Return
+22.05%
3 Year Return
+195.91%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.04%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$17.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$10.2M |
| 3 |
Nike
NKE
|
$9.18M |
| 4 |
Apple
AAPL
|
$7.63M |
| 5 |
AbbVie
ABBV
|
$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.19% |
| 2 | Healthcare | 20.21% |
| 3 | Consumer Discretionary | 14.77% |
| 4 | Communication Services | 13.83% |
| 5 | Financials | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.16T
| $17.8M | 12.37% |
+60,550
| New | +$17.8M |
|
|
2
Alphabet (Google) Class A
GOOGL
$2.56T
| $10.2M | 7.05% |
+3,505
| New | +$10.2M |
|
|
3
Nike
NKE
$110B
| $9.18M | 6.38% |
+55,100
| New | +$9.18M |
|
|
4
Apple
AAPL
$3.41T
| $7.63M | 5.3% |
+42,990
| New | +$7.63M |
|
|
5
AbbVie
ABBV
$374B
| $6.89M | 4.78% |
+50,850
| New | +$6.89M |
|
6
UnitedHealth
UNH
$280B
| $6.03M | 4.19% |
+12,000
| New | +$6.03M |
|
7
Novo Nordisk
NVO
$251B
| $5.98M | 4.15% |
+53,400
| New | +$5.98M |
|
8
Amazon
AMZN
$2.4T
| $5.92M | 4.11% |
+1,775
| New | +$5.92M |
|
9
Goldman Sachs
GS
$221B
| $4.92M | 3.42% |
+12,850
| New | +$4.92M |
|
10
Cigna
CI
$80.3B
| $4.73M | 3.29% |
+20,600
| New | +$4.73M |
|
11
FedEx
FDX
$52.9B
| $4.53M | 3.14% |
+17,500
| New | +$4.53M |
|
12
Meta Platforms (Facebook)
META
$1.85T
| $4.22M | 2.93% |
+12,550
| New | +$4.22M |
|
13
Qualcomm
QCOM
$171B
| $4.21M | 2.92% |
+23,000
| New | +$4.21M |
|
14
Microsoft
MSFT
$3.75T
| $4.17M | 2.9% |
+12,400
| New | +$4.17M |
|
15
Cummins
CMI
$54.5B
| $3.83M | 2.66% |
+17,550
| New | +$3.83M |
|
16
Chevron
CVX
$326B
| $3.36M | 2.34% |
+28,650
| New | +$3.36M |
|
17
Mastercard
MA
$535B
| $3.11M | 2.16% |
+8,660
| New | +$3.11M |
|
18
AvalonBay Communities
AVB
$26.9B
| $3.03M | 2.11% |
+12,000
| New | +$3.03M |
|
19
Comcast
CMCSA
$126B
| $2.87M | 2% |
+57,100
| New | +$2.87M |
|
20
Visa
V
$679B
| $2.86M | 1.99% |
+13,200
| New | +$2.86M |
|
21
ServiceNow
NOW
$189B
| $2.79M | 1.94% |
+4,300
| New | +$2.79M |
|
22
Emerson Electric
EMR
$73.9B
| $2.79M | 1.94% |
+30,000
| New | +$2.79M |
|
23
Walt Disney
DIS
$213B
| $2.66M | 1.85% |
+17,175
| New | +$2.66M |
|
24
Citigroup
C
$174B
| $1.79M | 1.24% |
+29,600
| New | +$1.79M |
|
25
IBM
IBM
$225B
| $1.78M | 1.24% |
+13,350
| New | +$1.78M |
|