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TAIM

Te Ahumairangi Investment Management Portfolio holdings

AUM $597M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.42M
3
+$2.32M
4
EG icon
Everest Group
EG
+$2.14M
5
VZ icon
Verizon
VZ
+$2.08M

Top Sells

1
+$5.9M
2
+$4.91M
3
+$2.79M
4
ACI icon
Albertsons Companies
ACI
+$2.51M
5
PEP icon
PepsiCo
PEP
+$2.32M

Sector Composition

1 Technology 29.31%
2 Healthcare 19.64%
3 Communication Services 17.23%
4 Financials 10.29%
5 Consumer Staples 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.4%
+3,120
77
$2.24M 0.38%
5,725
-260
78
$1.94M 0.33%
23,186
+4,300
79
$1.19M 0.2%
4,900
+1,680
80
$1.15M 0.2%
17,472
81
$616K 0.1%
2,350
-500
82
$549K 0.09%
34,454
83
$201K 0.03%
30,000
-20,000
84
$185K 0.03%
11,057
-11,600
85
– –
-17,584
86
– –
-77,795
87
– –
-23,864
88
– –
-116,772
1 2 3
4