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
$155M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$228K
2
+$144K
3
+$128K
4
NOW icon
ServiceNow
NOW
+$70.2K
5
DIS icon
Walt Disney
DIS
+$17.9K

Top Sells

1
+$592K
2
+$354K
3
+$284K
4
C icon
Citigroup
C
+$115K
5
AAPL icon
Apple
AAPL
+$97K

Sector Composition

1 Technology 36.59%
2 Healthcare 18.93%
3 Communication Services 12.74%
4 Consumer Discretionary 11.13%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.7M 15.25%
560,500
-14,000
2
$8.64M 5.56%
106,800
3
$8.62M 5.54%
72,000
4
$8.05M 5.18%
41,490
-500
5
$6.78M 4.36%
50,350
-500
6
$6.03M 3.88%
17,700
7
$6.01M 3.87%
12,500
8
$5.59M 3.6%
42,900
9
$5.24M 3.37%
18,275
10
$4.58M 2.95%
8,150
+125
11
$4.43M 2.85%
18,050
12
$4.34M 2.79%
17,500
13
$4.27M 2.75%
27,150
14
$3.82M 2.46%
11,850
15
$3.63M 2.34%
31,900
16
$3.33M 2.14%
11,850
17
$2.97M 1.91%
23,250
+1,000
18
$2.77M 1.78%
18,850
+100
19
$2.75M 1.77%
24,900
20
$2.74M 1.76%
6,960
21
$2.71M 1.74%
30,000
22
$2.66M 1.71%
11,200
23
$2.52M 1.62%
21,200
24
$2.45M 1.57%
9,350
+550
25
$2.4M 1.54%
26,875
+200
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