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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
FDISFidelity Msci Consumer Discret
Recent Activity
Decreased -3%
0.38%
$1.741M
17,864 shares@ $97.46 avg price
TTETotalenergies Se
Recent Activity
Decreased -2.76%
0.38%
$1.734M
31,810 shares@ $54.5 avg price
FIDUFidelity Msci Industrials Inde
Recent Activity
Decreased -3.15%
0.37%
$1.672M
23,775 shares@ $70.31 avg price
MOAltria Group Inc
Recent Activity
Increased 6.49%
0.36%
$1.643M
31,427 shares@ $52.3 avg price
FCOMFidelity Msci Telecommunicatio
Recent Activity
Decreased -1.56%
0.31%
$1.418M
24,159 shares@ $58.7 avg price
AMGNAmgen Inc
Recent Activity
Decreased -3.21%
0.3%
$1.343M
5,154 shares@ $260.65 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.83%
0.3%
$1.337M
33,433 shares@ $39.99 avg price
FSTAFidelity Msci Consumer Staples
Recent Activity
Decreased -0.18%
0.29%
$1.315M
26,611 shares@ $49.44 avg price
FENYFidelity Mcsi Energy Index
Recent Activity
Increased 1.03%
0.28%
$1.25M
52,437 shares@ $23.84 avg price
NBBKNb Bancorp
Recent Activity
0.27%
$1.235M
68,398 shares@ $18.07 avg price