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Anne Wright

@Lummis Asset Management, Lp

Latest period2024 - Q4ReportedManaged Assets$78.931MTotal holdings148
Assets growth rate-7.79%Assets growth rate (2-Q avg)2.63%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lummis Asset Management, Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Lummis Asset Management, Lp 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 78.931M in assets, with a quarterly growth rate of -7.79% and a 2-quarter average growth rate of 2.63%. The portfolio is managed by Anne Wright, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MTDRMatador Resources Co
Recent Activity
Decreased -0.64%
13.54%
$10.682M
189,864 shares@ $56.27 avg price
AAPLApple Computer Inc
Recent Activity
Decreased -10.14%
11.84%
$9.343M
37,308 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -21.89%
6.82%
$5.379M
12,762 shares@ $421.5 avg price
0846⤦Berkshire Hathaway Cl B
Recent Activity
Decreased -14.66%
5.1%
$4.021M
8,872 shares@ $453.28 avg price
ORCLOracle Corp
Recent Activity
Decreased -5.27%
4.96%
$3.913M
23,482 shares@ $166.64 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -12.72%
4.49%
$3.542M
18,601 shares@ $190.44 avg price
GSGoldman Sachs Group, Inc.
Recent Activity
Decreased -1.87%
2.81%
$2.217M
3,872 shares@ $572.63 avg price
AIGAmerican International Group
Recent Activity
Decreased -3.22%
2.8%
$2.207M
30,310 shares@ $72.8 avg price
AMTAmern Tower Corp Class A
Recent Activity
2.8%
$2.203M
12,012 shares@ $183.42 avg price
ROSTRoss Stores Inc
Recent Activity
Decreased -11.22%
2.69%
$2.121M
14,022 shares@ $151.28 avg price