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
$111M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$432K
3
+$387K
4
NKE icon
Nike
NKE
+$274K
5
MSFT icon
Microsoft
MSFT
+$256K

Top Sells

1
+$1.66M
2
+$467K
3
+$382K
4
CVX icon
Chevron
CVX
+$216K
5
AAPL icon
Apple
AAPL
+$138K

Sector Composition

1 Technology 25.11%
2 Healthcare 24%
3 Consumer Discretionary 15.06%
4 Communication Services 12.47%
5 Financials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.35M 6.6%
605,500
2
$6.95M 6.24%
72,700
3
$6.83M 6.13%
50,850
4
$6.06M 5.44%
12,000
5
$5.8M 5.21%
41,990
-1,000
6
$5.32M 4.77%
106,800
7
$5.27M 4.73%
63,400
+3,300
8
$4.89M 4.39%
43,300
9
$4.05M 3.64%
14,600
-6,000
10
$3.9M 3.5%
27,150
-1,500
11
$3.67M 3.3%
18,050
12
$3.47M 3.12%
11,850
13
$3.27M 2.94%
14,050
+1,100
14
$2.6M 2.33%
23,000
15
$2.6M 2.33%
17,500
16
$2.49M 2.24%
18,350
+3,500
17
$2.46M 2.21%
8,660
18
$2.34M 2.1%
13,200
19
$2.26M 2.03%
5,975
+650
20
$2.21M 1.98%
12,000
21
$2.2M 1.97%
30,000
22
$2.07M 1.86%
21,925
23
$1.82M 1.64%
15,350
24
$1.68M 1.5%
57,100
25
$1.55M 1.39%
9,500
1
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