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