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
$332M
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$489K
2 +$204K

Top Sells

1 +$16.2M
2 +$15.8M
3 +$15M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
ADBE icon
Adobe
ADBE
+$14.4M

Sector Composition

1 Industrials 26.12%
2 Technology 18.85%
3 Healthcare 10.75%
4 Consumer Staples 9.82%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.06%
7,758
52
$204K 0.06%
+3,900
53
-2,831
54
-3,987
55
-387,394