TCIM

TOMS Capital Investment Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$52.3M
3
+$45.5M
4
AMZN icon
Amazon
AMZN
+$42.1M
5
FCNCA icon
First Citizens BancShares
FCNCA
+$22.7M

Top Sells

1
+$135M
2
+$67.1M
3
+$53.8M
4
LXP icon
LXP Industrial Trust
LXP
+$36.6M
5
FIVN icon
FIVE9
FIVN
+$29.4M

Sector Composition

1 Industrials 23.3%
2 Financials 19.37%
3 Real Estate 17.34%
4 Consumer Discretionary 13.31%
5 Consumer Staples 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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