We are live on ! Find out more
TCIM

TOMS Capital Investment Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 26.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.36%
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
26
– –
-574,327
27
– –
-869,670
28
– –
0
29
– –
0
30
– –
0
31
– –
0
32
– –
-42,857
33
– –
-160,058
34
– –
-500,000
35
– –
-1,248,001
36
– –
-434,379
37
– –
-1,227,293
38
– –
0
39
– –
0
40
– –
0
41
– –
-1,000,000
42
– –
-592,685
1
2