LAM

Lynch Asset Management Portfolio holdings

AUM $313M
1-Year Est. Return 33.41%
This Quarter Est. Return
1 Year Est. Return
+33.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$518K
2
+$337K
3
+$202K
4
NVO icon
Novo Nordisk
NVO
+$79.9K
5
MRK icon
Merck
MRK
+$71.8K

Top Sells

1
+$204K
2
+$62.2K
3
+$52.2K
4
FDX icon
FedEx
FDX
+$24.4K
5
AAPL icon
Apple
AAPL
+$22.2K

Sector Composition

1 Technology 44.72%
2 Healthcare 13.65%
3 Communication Services 12.78%
4 Consumer Discretionary 9.02%
5 Financials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.1M 26.09%
536,350
+100
2
$11M 4.93%
71,000
+250
3
$10.2M 4.57%
17,675
-25
4
$9.61M 4.31%
45,850
5
$8.6M 3.86%
38,725
-100
6
$8.02M 3.6%
42,150
+250
7
$7.51M 3.37%
108,100
+1,150
8
$6.75M 3.03%
17,975
+25
9
$6.43M 2.89%
8,075
10
$6.04M 2.71%
11,050
11
$6M 2.69%
11,450
12
$5.56M 2.5%
17,750
+200
13
$5.46M 2.45%
15,475
14
$4.66M 2.09%
13,300
15
$4.53M 2.03%
27,100
16
$4.25M 1.91%
17,450
-100
17
$4.2M 1.88%
42,525
-150
18
$3.96M 1.78%
23,200
19
$3.8M 1.7%
6,925
20
$3.79M 1.7%
17,085
21
$3.67M 1.65%
35,700
+225
22
$3.43M 1.54%
13,800
-250
23
$3.29M 1.48%
10,000
+100
24
$3.29M 1.48%
30,000
25
$3.21M 1.44%
20,900
1
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