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
$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
NVDA icon
1
NVIDIA
NVDA
$4.46T
$58.1M 26.09%
536,350
+100
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$3.06T
$11M 4.93%
71,000
+250
META icon
3
Meta Platforms (Facebook)
META
$1.8T
$10.2M 4.57%
17,675
-25
ABBV icon
4
AbbVie
ABBV
$406B
$9.61M 4.31%
45,850
AAPL icon
5
Apple
AAPL
$3.74T
$8.6M 3.86%
38,725
-100
AMZN icon
6
Amazon
AMZN
$2.27T
$8.02M 3.6%
42,150
+250
NVO icon
7
Novo Nordisk
NVO
$242B
$7.51M 3.37%
108,100
+1,150
MSFT icon
8
Microsoft
MSFT
$3.82T
$6.75M 3.03%
17,975
+25
NOW icon
9
ServiceNow
NOW
$188B
$6.43M 2.89%
8,075
GS icon
10
Goldman Sachs
GS
$232B
$6.04M 2.71%
11,050
UNH icon
11
UnitedHealth
UNH
$323B
$6M 2.69%
11,450
CMI icon
12
Cummins
CMI
$56.7B
$5.56M 2.5%
17,750
+200
CRWD icon
13
CrowdStrike
CRWD
$122B
$5.46M 2.45%
15,475
V icon
14
Visa
V
$664B
$4.66M 2.09%
13,300
CVX icon
15
Chevron
CVX
$308B
$4.53M 2.03%
27,100
FDX icon
16
FedEx
FDX
$56.1B
$4.25M 1.91%
17,450
-100
DIS icon
17
Walt Disney
DIS
$199B
$4.2M 1.88%
42,525
-150
PANW icon
18
Palo Alto Networks
PANW
$141B
$3.96M 1.78%
23,200
MA icon
19
Mastercard
MA
$507B
$3.8M 1.7%
6,925
VB icon
20
Vanguard Small-Cap ETF
VB
$67B
$3.79M 1.7%
17,085
AMD icon
21
Advanced Micro Devices
AMD
$378B
$3.67M 1.65%
35,700
+225
IBM icon
22
IBM
IBM
$262B
$3.43M 1.54%
13,800
-250
CI icon
23
Cigna
CI
$79.9B
$3.29M 1.48%
10,000
+100
EMR icon
24
Emerson Electric
EMR
$72.8B
$3.29M 1.48%
30,000
QCOM icon
25
Qualcomm
QCOM
$176B
$3.21M 1.44%
20,900
1
2