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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
XLKTechnology Select Sector Spdr
Recent Activity
0.52%
$2.377M
10,224 shares@ $232.52 avg price
CLColgate-palmolive Co
Recent Activity
Decreased -2.92%
0.52%
$2.357M
25,926 shares@ $90.91 avg price
FNCLFidelity Msci Financials Index
Recent Activity
Decreased -0.93%
0.52%
$2.354M
34,277 shares@ $68.69 avg price
GISGeneral Mills Inc
Recent Activity
Decreased -2.93%
0.49%
$2.238M
35,089 shares@ $63.78 avg price
FHLCFidelity Msci Healthcare Index
Recent Activity
Increased 0.87%
0.47%
$2.133M
32,643 shares@ $65.35 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -0.55%
0.47%
$2.129M
16,250 shares@ $131.05 avg price
VXUSVanguard Total Intl Stock Inde
Recent Activity
Increased 12.54%
0.46%
$2.096M
35,571 shares@ $58.93 avg price
PMPhilip Morris International In
Recent Activity
Increased 1.26%
0.43%
$1.977M
16,427 shares@ $120.35 avg price
SHWSherwin-williams Corp
Recent Activity
Increased 0.45%
0.41%
$1.85M
5,443 shares@ $339.93 avg price
UNPUnion Pacific Corp
Recent Activity
Increased 0.8%
0.4%
$1.816M
7,964 shares@ $228.05 avg price