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TSW

Thompson Siegel & Walmsley Portfolio holdings

AUM $5.66B
1-Year Est. Return 6.69%
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
+6.69%
3 Year Est. Return
+28.78%
5 Year Est. Return
+35.85%
10 Year Est. Return
+92.81%
AUM
$5.94B
AUM Growth
-$224M
Cap. Flow
-$214M
Cap. Flow %
-3.61%
Top 10 Hldgs %
16.09%
Holding
430
New
26
Increased
126
Reduced
182
Closed
30

Sector Composition

1 Healthcare 14.46%
2 Technology 13.32%
3 Industrials 11.75%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXOD
426
Exodus Movement Inc
EXOD
$147M
-19,297
Closed -$536K
DEFT
427
Defi Technologies
DEFT
$175M
-562,749
Closed -$1.19M
WYFI
428
WhiteFiber Inc
WYFI
$1.4B
-8,000
Closed -$217K

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