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Tom Lewis

@Krilogy Financial Llc

Latest period2024 - Q4ReportedManaged Assets$1.499BTotal holdings221
Assets growth rate3.21%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Krilogy Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Krilogy Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.499B in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Tom Lewis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HPEHewlett Packard Enterprise C
Recent Activity
New Position
0.02%
$235,384
11,025 shares@ $21.36 avg price
WENWendys Co
Recent Activity
New Position
0.02%
$211,949
13,003 shares@ $16.31 avg price
CPHCCanterbury Pk Hldg Corp
Recent Activity
New Position
0.02%
$210,100
10,000 shares@ $21.01 avg price
MANUManchester Utd Plc New
Recent Activity
New Position
0.02%
$208,200
12,000 shares@ $17.35 avg price