TCM

Timpani Capital Management Portfolio holdings

AUM $209M
1-Year Est. Return 62.15%
This Quarter Est. Return
1 Year Est. Return
+62.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$335M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$7.15M
3
+$5.69M
4
TREE icon
LendingTree
TREE
+$4.69M
5
GIII icon
G-III Apparel Group
GIII
+$4.58M

Top Sells

1
+$3.32M
2
+$2.82M
3
+$2.46M
4
CORE
Core Mark Holding Co., Inc.
CORE
+$2.38M
5
DWRE
DEMANDWARE INC COM STK (DE)
DWRE
+$2.25M

Sector Composition

1 Healthcare 25.93%
2 Technology 24.57%
3 Consumer Discretionary 17.15%
4 Industrials 12.11%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.72M 1.41%
77,398
+8,344
27
$4.51M 1.34%
142,173
+52,795
28
$4.48M 1.34%
388,871
+65,666
29
$4.48M 1.34%
411,368
+171,157
30
$4.46M 1.33%
141,528
-9,289
31
$4.45M 1.33%
62,877
-3,902
32
$4.41M 1.31%
94,792
+18,572
33
$4.36M 1.3%
202,470
+89,445
34
$4.26M 1.27%
69,462
+29,022
35
$4.25M 1.27%
89,528
+17,942
36
$4.18M 1.25%
211,290
+42,910
37
$4.08M 1.22%
18,673
+3,840
38
$4.08M 1.22%
122,633
+24,007
39
$4.05M 1.21%
103,740
-19,332
40
$4.02M 1.2%
20,885
+13,556
41
$3.97M 1.18%
37,152
+8,014
42
$3.96M 1.18%
123,887
+32,390
43
$3.89M 1.16%
281,737
+41,847
44
$3.84M 1.15%
365,973
-11,734
45
$3.8M 1.13%
288,425
+32,594
46
$3.68M 1.1%
+67,293
47
$3.62M 1.08%
39,920
+17,017
48
$3.54M 1.06%
60,463
-21,356
49
$3.51M 1.05%
229,743
-30,632
50
$3.44M 1.03%
19,918
-3,961
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