LA

Lynch & Associates Portfolio holdings

AUM $518M
1-Year Est. Return 14.44%
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$444M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$504K
3
+$468K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
IBM icon
IBM
IBM
+$412K

Top Sells

1
+$236K
2
+$215K
3
+$182K
4
MMM icon
3M
MMM
+$150K
5
BA icon
Boeing
BA
+$132K

Sector Composition

1 Technology 18.58%
2 Healthcare 14.63%
3 Consumer Staples 11.47%
4 Industrials 10.44%
5 Financials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.9M 10.79%
107,108
+3,158
2
$19.3M 4.35%
35,297
-197
3
$17.4M 3.93%
297,784
+6,263
4
$15M 3.37%
90,714
+1,138
5
$14.5M 3.27%
214,089
+3,839
6
$14.1M 3.17%
122,205
+4,381
7
$13.4M 3.01%
91,451
+2,293
8
$12.6M 2.85%
73,746
+2,731
9
$11.8M 2.65%
58,110
+2,206
10
$11.5M 2.59%
92,926
+2,741
11
$10.1M 2.27%
47,860
+1,442
12
$9.01M 2.03%
81,779
+3,358
13
$8.45M 1.9%
48,860
+2,381
14
$8.45M 1.9%
33,157
+1,013
15
$8.24M 1.86%
52,708
+1,627
16
$7.99M 1.8%
58,366
+660
17
$7.53M 1.7%
16,118
+558
18
$7.01M 1.58%
147,647
+1,327
19
$6.99M 1.58%
7,721
20
$6.85M 1.54%
57,664
+359
21
$6.81M 1.54%
139,809
+5,030
22
$6.51M 1.47%
102,255
+2,020
23
$6.2M 1.4%
18,209
+858
24
$5.93M 1.34%
57,105
+1,394
25
$5.88M 1.33%
27,543
+1,511
1
2 3 4 5