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
$152M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$138K
2
+$71.7K
3
+$51.4K

Top Sells

1
+$756K
2
+$644K
3
+$607K
4
ABBV icon
AbbVie
ABBV
+$373K
5
IBM icon
IBM
IBM
+$309K

Sector Composition

1 Technology 36.46%
2 Healthcare 18.56%
3 Communication Services 13.64%
4 Consumer Discretionary 10.52%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 15.97%
558,500
-2,000
2
$9.71M 6.38%
106,800
3
$9.42M 6.19%
72,000
4
$7.13M 4.69%
47,850
-2,500
5
$7.1M 4.67%
41,490
6
$5.59M 3.67%
17,700
7
$5.55M 3.65%
11,000
-1,500
8
$5.45M 3.58%
42,900
9
$5.34M 3.51%
17,775
-500
10
$4.58M 3.01%
17,300
-200
11
$4.58M 3.01%
27,150
12
$4.53M 2.98%
8,100
-50
13
$4.12M 2.71%
18,050
14
$3.58M 2.35%
11,050
-800
15
$3.33M 2.19%
32,400
+500
16
$3.16M 2.07%
18,850
17
$2.9M 1.9%
30,000
18
$2.76M 1.81%
6,960
19
$2.75M 1.81%
9,600
-2,250
20
$2.73M 1.79%
23,250
21
$2.58M 1.69%
11,200
22
$2.45M 1.61%
25,650
+750
23
$2.35M 1.55%
21,200
24
$2.34M 1.54%
9,350
25
$2.32M 1.52%
28,575
+1,700
1
2