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
$140M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$441K
3
+$380K
4
CRM icon
Salesforce
CRM
+$372K
5
AMD icon
Advanced Micro Devices
AMD
+$352K

Top Sells

1
+$330K
2
+$112K
3
+$98K

Sector Composition

1 Technology 27.78%
2 Healthcare 21.74%
3 Consumer Discretionary 13.42%
4 Communication Services 13.28%
5 Financials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.5M 11.81%
605,500
2
$9.75M 6.97%
70,100
3
$8.24M 5.89%
50,850
4
$7.51M 5.37%
42,990
5
$7.41M 5.3%
55,100
6
$6.12M 4.37%
12,000
7
$5.93M 4.24%
106,800
8
$5.79M 4.14%
35,500
9
$4.93M 3.53%
20,600
10
$4.67M 3.34%
28,650
11
$4.05M 2.9%
17,500
12
$3.91M 2.8%
11,850
-1,000
13
$3.85M 2.76%
12,500
+100
14
$3.6M 2.57%
17,550
15
$3.51M 2.51%
23,000
16
$3.12M 2.23%
14,050
+1,500
17
$3.1M 2.21%
8,660
18
$2.98M 2.13%
12,000
19
$2.94M 2.1%
30,000
20
$2.93M 2.09%
13,200
21
$2.67M 1.91%
57,100
22
$2.4M 1.71%
4,300
23
$2.36M 1.68%
17,175
24
$1.74M 1.24%
13,350
25
$1.68M 1.2%
9,500
1
2 3