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
SCHOSchwab Short Term Us Recent Activity Increased 43.4%	1.58%	$1.246M 51,776 shares@ $24.07 avg price	Increased 43.4%
DVNDevon Energy Corp Recent Activity Increased 2.26%	1.31%	$1.029M 31,429 shares@ $32.73 avg price	Increased 2.26%
VTIVanguard Total Stock Recent Activity Increased 1.89%	0.6%	$470,941 1,625 shares@ $289.81 avg price	Increased 1.89%
EPDEnterprise Prd Prtnrs Lp Recent Activity Increased 11.34%	0.09%	$67,455 2,151 shares@ $31.36 avg price	Increased 11.34%