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
$305M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$835K
3 +$789K
4
UPS icon
United Parcel Service
UPS
+$764K
5
SLB icon
SLB Limited
SLB
+$692K

Top Sells

1 +$1.24M
2 +$676K
3 +$425K
4
SM icon
SM Energy
SM
+$220K
5
WMT icon
Walmart
WMT
+$211K

Sector Composition

1 Industrials 28.31%
2 Technology 20.57%
3 Communication Services 9.66%
4 Healthcare 8.51%
5 Consumer Staples 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.07%
4,800
52
-7,341