LIM
Lathrop Investment Management Portfolio holdings
AUM
$529M
This Quarter Return
-14.77%
1 Year Return
+18.73%
3 Year Return
+72.1%
5 Year Return
+139.47%
10 Year Return
+263.73%
AUM
$400M
AUM Growth
+$400M
(-16%)
Cap. Flow
+$382K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
39.39%
Holding
73
New
1
Increased
17
Reduced
24
Closed
1
Top Buys
| 1 |
Teradyne
TER
|
$2.51M |
| 2 |
PayPal
PYPL
|
$789K |
| 3 |
Kirby Corp
KEX
|
$696K |
| 4 |
Walt Disney
DIS
|
$274K |
| 5 |
RTX Corp
RTX
|
$264K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$1.34M |
| 2 |
Schlumberger
SLB
|
$787K |
| 3 |
CVS Health
CVS
|
$690K |
| 4 |
Johnson Controls International
JCI
|
$579K |
| 5 |
Sony
SONY
|
$482K |
Sector Composition
| 1 | Industrials | 22.96% |
| 2 | Healthcare | 19.36% |
| 3 | Technology | 19.05% |
| 4 | Financials | 9.46% |
| 5 | Energy | 9.24% |
