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NELSON LAM

@Lam Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$140.229MTotal holdings134
Assets growth rate-0.74%Assets growth rate (2-Q avg)9.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Lam Group, Inc. 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 140.229M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 9.17%. The portfolio is managed by NELSON LAM, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DEHPDfa Emerging Markets High
Recent Activity
Increased 44.07%
0.07%
$94,631
3,825 shares@ $24.75 avg price
WFCWells Fargo & Co New
Recent Activity
0.05%
$63,216
900 shares@ $70.24 avg price
NVDANvidia Corp
Recent Activity
0.05%
$59,088
440 shares@ $134.3 avg price
IBMIntl Business Machines
Recent Activity
0.04%
$44,406
202 shares@ $219.84 avg price
TSLATesla Motors Inc
Recent Activity
0.03%
$40,384
100 shares@ $403.84 avg price
DUHPDfa Us High Profitability
Recent Activity
Increased 4.83%
0.03%
$40,379
1,195 shares@ $33.79 avg price
DIHPDfa International High Pr
Recent Activity
Decreased -59.47%
0.03%
$39,107
1,550 shares@ $25.24 avg price
COSTCostco Whsl Corp New
Recent Activity
0.03%
$34,818
38 shares@ $916.27 avg price
Y098⤦Broadcom Ltd
Recent Activity
0.02%
$25,502
110 shares@ $231.84 avg price
VZVerizon Communications
Recent Activity
0.02%
$22,114
553 shares@ $39.99 avg price