LUMBARD & KELLNER, LLC
LUMBARD & KELLNER, LLC runs LUMBARD & KELLNER, LLC and currently holds 98 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $288.56M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LUMBARD & KELLNER, LLC ranks #476 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LUMBARD & KELLNER, LLC's portfolio at LUMBARD & KELLNER, LLC has delivered returns of +45.21%. Their 3-year annualized return is +67.54%. Looking at the 5-year horizon, LUMBARD & KELLNER, LLC has achieved +68.19% annualized returns at LUMBARD & KELLNER, LLC.
Portfolio Value
$288.56M
Alpha Score
57.1
#476 of 1000
Holdings
98
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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