TRIM

Thompson Rubinstein Investment Management Portfolio holdings

AUM $311M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$969K
3 +$502K
4
SPXC icon
SPX Corp
SPXC
+$329K
5
COLM icon
Columbia Sportswear
COLM
+$327K

Top Sells

1 +$6.54M
2 +$2.47M
3 +$2.27M
4
BRKR icon
Bruker
BRKR
+$2.03M
5
AEGN
Aegion Corp
AEGN
+$1.48M

Sector Composition

1 Industrials 26.06%
2 Healthcare 24.31%
3 Technology 14.79%
4 Energy 11.16%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-60,463
77
-26,783