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
$144M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.2M
3
+$9.18M
4
AAPL icon
Apple
AAPL
+$7.63M
5
ABBV icon
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 Change
in Stake 		Capital Flow
1
$17.8M 12.37%
+605,500
2
$10.2M 7.05%
+70,100
3
$9.18M 6.38%
+55,100
4
$7.63M 5.3%
+42,990
5
$6.89M 4.78%
+50,850
6
$6.03M 4.19%
+12,000
7
$5.98M 4.15%
+106,800
8
$5.92M 4.11%
+35,500
9
$4.92M 3.42%
+12,850
10
$4.73M 3.29%
+20,600
11
$4.53M 3.14%
+17,500
12
$4.22M 2.93%
+12,550
13
$4.21M 2.92%
+23,000
14
$4.17M 2.9%
+12,400
15
$3.83M 2.66%
+17,550
16
$3.36M 2.34%
+28,650
17
$3.11M 2.16%
+8,660
18
$3.03M 2.11%
+12,000
19
$2.87M 2%
+57,100
20
$2.86M 1.99%
+13,200
21
$2.79M 1.94%
+4,300
22
$2.79M 1.94%
+30,000
23
$2.66M 1.85%
+17,175
24
$1.79M 1.24%
+29,600
25
$1.78M 1.24%
+13,350
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