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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
GOLFAcushnet Holdings Co
Recent Activity
Decreased -14.07%
2.67%
$2.107M
29,642 shares@ $71.08 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -25.92%
2.57%
$2.024M
7,680 shares@ $263.49 avg price
AYIAcuity Brands Inc
Recent Activity
Decreased -1.52%
2.47%
$1.949M
6,673 shares@ $292.13 avg price
WFCWells Fargo & Co New
Recent Activity
Decreased -1.83%
2.46%
$1.936M
27,559 shares@ $70.24 avg price
PEPPepsico Incorporated
Recent Activity
Decreased -0.38%
2.19%
$1.723M
11,332 shares@ $152.07 avg price
ABTAbbott Labs
Recent Activity
Decreased -17.44%
2%
$1.572M
13,902 shares@ $113.11 avg price
GTXGarrett Motion Inc
Recent Activity
Decreased -3.67%
1.94%
$1.523M
168,705 shares@ $9.03 avg price
TMOThermo Fisher Scientific
Recent Activity
Decreased -25.41%
1.92%
$1.51M
2,902 shares@ $520.23 avg price
TFPMTriple Flag Precious M
Recent Activity
Decreased -7.49%
1.73%
$1.365M
90,771 shares@ $15.05 avg price
SCHOSchwab Short Term Us
Recent Activity
Increased 43.4%
1.58%
$1.246M
51,776 shares@ $24.07 avg price