Lumentum Holdings Inc (LITE) — Strategic Asset Allocation Index

Latest as of December 2022: 37.1%

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.

SAAI

37.1%
Strategic Assets / Net Assets

Strategic Assets

$572.60 Million
PP&E + LT Investments

PP&E

$572.60 Million
USD

Net Assets

$1.54 Billion
USD

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. Explore Lumentum Holdings Inc (LITE) cash conversion ratio to assess how effectively this company generates cash.

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. For the full company profile including market capitalisation, see Lumentum Holdings Inc market capitalisation.

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
pp = percentage points