TCIM

TOMS Capital Investment Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
-$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$82.1M
2 +$72.6M
3 +$54.2M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$48.5M
5
CVX icon
Chevron
CVX
+$46.6M

Top Sells

1 +$160M
2 +$122M
3 +$107M
4
MRVL icon
Marvell Technology
MRVL
+$69.3M
5
PM icon
Philip Morris
PM
+$53.7M

Sector Composition

1 Industrials 27.57%
2 Technology 22.1%
3 Consumer Discretionary 20.96%
4 Consumer Staples 15.81%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0
28
-200,000
29
-2,330,155