LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+4.16%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$175M
AUM Growth
+$175M
(+3.3%)
Cap. Flow
-$696K
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
38.78%
Holding
97
New
1
Increased
53
Reduced
21
Closed
6
Top Buys
| 1 |
Intel
INTC
|
$317K |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$241K |
| 3 |
FS KKR Capital
FSK
|
$205K |
| 4 |
Emerson Electric
EMR
|
$193K |
| 5 |
Eli Lilly
LLY
|
$169K |
Top Sells
| 1 |
Arthur J. Gallagher & Co
AJG
|
$992K |
| 2 |
Bristol-Myers Squibb
BMY
|
$653K |
| 3 |
Darden Restaurants
DRI
|
$439K |
| 4 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$383K |
| 5 |
Masco
MAS
|
$220K |
Sector Composition
| 1 | Industrials | 20.82% |
| 2 | Healthcare | 16% |
| 3 | Consumer Staples | 10.53% |
| 4 | Energy | 10.21% |
| 5 | Technology | 8.56% |
