LIM

Lathrop Investment Management Portfolio holdings

AUM $529M
1-Year Est. Return 18.73%
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$379K
3 +$239K
4
EMC
EMC CORPORATION
EMC
+$217K
5
OZK icon
Bank OZK
OZK
+$206K

Top Sells

1 +$1.73M
2 +$985K
3 +$929K
4
AAPL icon
Apple
AAPL
+$878K
5
JAH
JARDEN CORPORATION
JAH
+$347K

Sector Composition

1 Industrials 25.21%
2 Technology 18.47%
3 Communication Services 10.96%
4 Energy 8.5%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,775
52
-7,958