TWS
Thomas W. Smith Portfolio holdings
AUM
$82M
This Quarter Return
+8.53%
1 Year Return
+40.15%
3 Year Return
+3.57%
5 Year Return
+77.96%
10 Year Return
+656.52%
AUM
$136M
AUM Growth
+$136M
(+14%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
7.5%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
1 |
Copart
CPRT
|
$10.2M |
Top Sells
No sells this quarter
Sector Composition
1 | Financials | 36.4% |
2 | Industrials | 31.52% |
3 | Consumer Discretionary | 12.75% |
4 | Consumer Staples | 11.91% |
5 | Communication Services | 7.43% |