Anne Wright

@Lummis Asset Management, Lp

Latest period2024 - Q4

Reported3d ago

Managed Assets$78.931M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SRUUFSprott Physical Uraniu Recent Activity New Position	0.02%	$15,566 900 shares@ $17.3 avg price	New Position
CCJCameco Corp Recent Activity New Position	0.01%	$5,139 100 shares@ $51.39 avg price	New Position
URNMSprott Uranium Miners Recent Activity New Position	0.01%	$4,474 111 shares@ $40.31 avg price	New Position
VFHVanguard Financials Etf Recent Activity New Position	0.01%	$3,660 31 shares@ $118.07 avg price	New Position
URAGlobal X Uranium Etf Recent Activity New Position	0.01%	$2,678 100 shares@ $26.78 avg price	New Position
ARKKArk Innovation Etf Recent Activity New Position	0.01%	$738 13 shares@ $56.77 avg price	New Position
RUNSunrun Inc. Recent Activity New Position	0.01%	$241 26 shares@ $9.27 avg price	New Position