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
ITWIllinois Tool Works Inc Recent Activity Exited	0%	$266,001 1,015 shares@ $262.07 avg price	Exited
MTBM & T Bank Corp Recent Activity Exited	0%	$138,934 780 shares@ $178.13 avg price	Exited
VEAVanguard Ftse Developed Recent Activity Exited	0%	$34,115 646 shares@ $52.81 avg price	Exited
BACBank Of America Corp Recent Activity Exited	0%	$21,110 532 shares@ $39.69 avg price	Exited
SLVIshares Silver Trust Recent Activity Exited	0%	$2,415 85 shares@ $28.42 avg price	Exited
8122⤦Seaport Entmt Gro 24 Rts Recent Activity Exited	0%	$106 36 shares@ $2.95 avg price	Exited