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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
CICigna Corp
Recent Activity
Decreased -3.53%
0.27%
$1.2M
4,345 shares@ $276.14 avg price
NVDANvidia Corporation
Recent Activity
Increased 11.54%
0.24%
$1.097M
8,169 shares@ $134.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.72%
0.24%
$1.074M
1,834 shares@ $585.51 avg price
MDYSpdr S&p Mid Cap 400 Etf
Recent Activity
0.22%
$991,069
1,740 shares@ $569.58 avg price
CVSCvs Caremark Corp
Recent Activity
Decreased -23.51%
0.2%
$889,114
19,807 shares@ $44.89 avg price
XLIIndustrial Select Sector Spdr
Recent Activity
Decreased -1.14%
0.19%
$849,852
6,450 shares@ $131.76 avg price
XLFFinancial Select Sector Spdr
Recent Activity
0.17%
$776,905
16,075 shares@ $48.34 avg price
MDTMedtronic Plc
Recent Activity
Increased 26.42%
0.17%
$739,609
9,259 shares@ $79.89 avg price
CGUSCapital Group Core Equity Etf
Recent Activity
Increased 16.37%
0.16%
$705,030
20,161 shares@ $34.97 avg price
XLYConsumer Discretionary Select
Recent Activity
0.15%
$664,300
2,961 shares@ $224.35 avg price