Advisory Research All Cap Value Fund
INVESTMENT MANAGERS SERIES TRUST
Expense ratio
Net assets1
$8.33M
Holdings1
31
Category
US Equity
Return

Top holdings

As of Jan. 31, 2020 · N-PORT
SecurityTickerValue% of fund
ALPHABET INC CL A $382.55K 4.59%
BERKSHIRE HATH-B $348.99K 4.19%
FORTUNE BRANDS INNOVATIONS INC $346.23K 4.15%
TJX COS INC $332.99K 4.00%
ELEMENT SOLUTIONS INC $326.48K 3.92%
TRIMAS CORP $323.56K 3.88%
UNION PACIFIC CORP $321.52K 3.86%
AMERICAN EXPRESS CO $319.22K 3.83%
CORE-MARK HOLDING CO INC CORE $314.38K 3.77%
MEDTRONIC PLC $313.42K 3.76%
View all holdings →

Allocation by sector

As of January 31, 2020 · N-PORT
View portfolio breakdown →

Portfolio moves

Oct 31, 2019 → Jan 31, 2020
Opened
1
Exited
1
Increased
3
Decreased
25
Unchanged
2

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

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Footnotes

  1. Net assets and holdings count as of January 31, 2020, from the fund's N-PORT filing.

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