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
$116M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.05M
3
+$699K
4
PANW icon
Palo Alto Networks
PANW
+$698K
5
TSLA icon
Tesla
TSLA
+$616K

Top Sells

1
+$4.59M
2
+$746K
3
+$591K
4
BXP icon
Boston Properties
BXP
+$497K
5
WBA
Walgreens Boots Alliance
WBA
+$471K

Sector Composition

1 Technology 26.8%
2 Healthcare 26.47%
3 Consumer Discretionary 11.47%
4 Communication Services 10.76%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.4M 7.23%
574,500
-31,000
2
$8.22M 7.08%
50,850
3
$7.23M 6.22%
106,800
4
$6.36M 5.48%
12,000
5
$6.26M 5.39%
70,950
-1,750
6
$5.46M 4.7%
41,990
7
$4.87M 4.2%
27,150
8
$4.37M 3.77%
18,050
9
$4.09M 3.52%
12,350
-2,250
10
$4.07M 3.5%
11,850
11
$3.57M 3.08%
42,550
-750
12
$3.48M 2.99%
14,500
+450
13
$3.02M 2.6%
7,775
+1,800
14
$2.94M 2.54%
17,000
-500
15
$2.88M 2.48%
30,000
16
$2.83M 2.44%
24,200
-39,200
17
$2.42M 2.08%
6,960
-1,700
18
$2.33M 2%
11,200
-2,000
19
$2.25M 1.94%
20,500
-2,500
20
$2.14M 1.84%
17,775
-575
21
$2.05M 1.76%
31,600
+18,000
22
$2M 1.72%
57,100
23
$1.94M 1.67%
12,000
24
$1.91M 1.64%
13,550
-1,800
25
$1.77M 1.53%
20,425
-1,500
1
2 3