LA
Lynch & Associates Portfolio holdings
AUM
$496M
This Quarter Return
+2.85%
1 Year Return
+15.82%
3 Year Return
+52.19%
5 Year Return
+108.92%
10 Year Return
+221.23%
AUM
$327M
AUM Growth
+$327M
(+6.3%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
4.27%
Top 10 Holdings %
Top 10 Hldgs %
39.58%
Holding
95
New
–
Increased
41
Reduced
36
Closed
–
Top Buys
| 1 |
United Parcel Service
UPS
|
$12.9M |
| 2 |
HarborOne Bancorp
HONE
|
$375K |
| 3 |
Wells Fargo
WFC
|
$281K |
| 4 |
General Mills
GIS
|
$272K |
| 5 |
IBM
IBM
|
$200K |
Top Sells
| 1 |
Microsoft
MSFT
|
$361K |
| 2 |
Exxon Mobil
XOM
|
$160K |
| 3 |
US Bancorp
USB
|
$129K |
| 4 |
Apple
AAPL
|
$126K |
| 5 |
BP
BP
|
$121K |
Sector Composition
| 1 | Industrials | 18.27% |
| 2 | Healthcare | 15.66% |
| 3 | Technology | 14.12% |
| 4 | Consumer Staples | 12.5% |
| 5 | Financials | 7.69% |
