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
$357M
AUM Growth
+$6.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$1.55M
3 +$688K
4
WMT icon
Walmart
WMT
+$648K
5
CVS icon
CVS Health
CVS
+$618K

Top Sells

1 +$1.46M
2 +$941K
3 +$614K
4
CVG
Convergys
CVG
+$468K
5
TMO icon
Thermo Fisher Scientific
TMO
+$321K

Sector Composition

1 Industrials 28.03%
2 Technology 17.96%
3 Healthcare 12.43%
4 Communication Services 9%
5 Consumer Staples 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$168K 0.05%
11,478
+243
52
$132K 0.04%
21,675
53
-7,758