Lumentum Holdings Inc (LITE) — Strategic Asset Allocation Index
Lumentum Holdings Inc (LITE) has a Strategic Asset Allocation Index of 37.1% as of December 2022. Strategic assets (PP&E of $572.60 Million plus long-term investments of $-) total $572.60 Million, measured against net assets of $1.54 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See LITE equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lumentum Holdings Inc Strategic Asset Allocation Index (2013–2023)
This chart shows how Lumentum Holdings Inc's Strategic Asset Allocation Index has evolved across 11 annual periods from 2013 to 2023. As of December 2022, the index stands at 37.1%, representing strategic assets of $572.60 Million against net assets of $1.54 Billion USD. For live market cap and overall valuation, see market cap of Lumentum Holdings Inc.
Annual Strategic Asset Allocation Index for Lumentum Holdings Inc (2013–2023)
The table below presents the year-by-year Strategic Asset Allocation Index for Lumentum Holdings Inc from 2013 to 2023, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See LITE book value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 41.8% | $566.80 Million | $566.80 Million | $- | $1.36 Billion | ▲ +18.7 pp |
| 2022 | 23.2% | $434.10 Million | $434.10 Million | $- | $1.88 Billion | ▲ +1.4 pp |
| 2021 | 21.7% | $428.50 Million | $428.50 Million | $- | $1.97 Billion | ▼ -5.2 pp |
| 2020 | 27.0% | $471.70 Million | $471.70 Million | $- | $1.75 Billion | ▼ -2.0 pp |
| 2019 | 28.9% | $433.30 Million | $433.30 Million | $- | $1.50 Billion | ▼ -3.0 pp |
| 2018 | 31.9% | $306.90 Million | $306.90 Million | $- | $961.90 Million | ▼ -9.9 pp |
| 2017 | 41.8% | $273.50 Million | $273.50 Million | $- | $654.60 Million | ▲ +7.4 pp |
| 2016 | 34.4% | $183.40 Million | $183.40 Million | $- | $533.20 Million | ▼ -3.2 pp |
| 2015 | 37.6% | $143.20 Million | $143.20 Million | $- | $380.70 Million | ▼ -3.1 pp |
| 2014 | 40.7% | $136.50 Million | $136.50 Million | $- | $335.60 Million | ▲ +4.1 pp |
| 2013 | 36.6% | $103.10 Million | $103.10 Million | $- | $281.80 Million | — |