test

Evan J. Lynch

@Lynch & Associates In

Latest period2024 - Q4ReportedManaged Assets$460.882MTotal holdings116
Assets growth rate-2.56%Assets growth rate (2-Q avg)2.01%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lynch & Associates In's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Lynch & Associates In over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 460.882M in assets, with a quarterly growth rate of -2.56% and a 2-quarter average growth rate of 2.01%. The portfolio is managed by Evan J. Lynch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.55%
9.66%
$44.506M
105,589 shares@ $421.5 avg price
IVVIshares Core S&p 500 Index
Recent Activity
Decreased -4.37%
4.28%
$19.709M
33,480 shares@ $588.68 avg price
WMTWal-mart Stores Inc
Recent Activity
Decreased -1.82%
4.07%
$18.74M
207,411 shares@ $90.36 avg price
IJHIshares Core S&p Midcap 400 In
Recent Activity
Decreased -1.46%
4%
$18.404M
295,358 shares@ $62.32 avg price
PGProcter & Gamble Co
Recent Activity
Decreased -0.73%
3.26%
$15.005M
89,499 shares@ $167.66 avg price
JPMJ P Morgan Chase & Co
Recent Activity
Decreased -1.2%
2.98%
$13.729M
57,274 shares@ $239.72 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.02%
2.84%
$13.054M
73,462 shares@ $177.7 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.32%
2.82%
$12.96M
120,475 shares@ $107.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.52%
2.81%
$12.931M
89,415 shares@ $144.63 avg price
AAPLApple Inc
Recent Activity
Decreased -1.66%
2.55%
$11.729M
46,839 shares@ $250.42 avg price