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
$653M
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$16.3M
3 +$14.2M
4
ADBE icon
Adobe
ADBE
+$14M
5
GE icon
GE Aerospace
GE
+$13.4M

Top Sells

1 +$81K

Sector Composition

1 Industrials 26.96%
2 Technology 20%
3 Healthcare 10.43%
4 Consumer Staples 10.05%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$429K 0.07%
3,987
52
$254K 0.04%
2,831
-903
53
$207K 0.03%
+7,758