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
-$105K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$1.57M
3 +$190K
4
CVG
Convergys
CVG
+$160K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$134K

Top Sells

1 +$1.03M
2 +$434K
3 +$359K
4
DIS icon
Walt Disney
DIS
+$305K
5
MON
Monsanto Co
MON
+$293K

Sector Composition

1 Industrials 27.13%
2 Technology 18.71%
3 Communication Services 10.47%
4 Healthcare 8.26%
5 Energy 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,347