LIM

Lathrop Investment Management Portfolio holdings

AUM $551M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
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 +$17.5M
2 +$16.2M
3 +$14.3M
4
ADBE icon
Adobe
ADBE
+$13.8M
5
GE icon
GE Aerospace
GE
+$13.7M

Top Sells

1 +$64K

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