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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
AVGOBroadcom Inc
Recent Activity
New Position
0.06%
$251,406
1,084 shares@ $231.93 avg price
ADPAutomatic Data Processing Inc
Recent Activity
New Position
0.05%
$205,496
702 shares@ $292.73 avg price