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
$56M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$20.7M
2 +$17.8M
3 +$11.9M
4
GEN icon
Gen Digital
GEN
+$5.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.85%
2 Communication Services 36.9%
3 Consumer Staples 21.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.7M 23.69%
+325,000
2
$17.8M 20.37%
+175,000
3
$11.9M 13.64%
+200,000
4
$5.67M 6.5%
+300,000
5
0
6
0