TAM

Tealwood Asset Management Portfolio holdings

AUM $247M
1-Year Est. Return 19.13%
This Quarter Est. Return
1 Year Est. Return
+19.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.47M
3
+$1.45M
4
NVO icon
Novo Nordisk
NVO
+$1.43M
5
PANW icon
Palo Alto Networks
PANW
+$1.42M

Top Sells

1
+$2.44M
2
+$1.5M
3
+$1.44M
4
SAIC icon
Saic
SAIC
+$1.32M
5
WB icon
Weibo
WB
+$1.31M

Sector Composition

1 Technology 22.52%
2 Healthcare 18.42%
3 Industrials 17.01%
4 Financials 13.18%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.02%
43,582
-3,040
27
$2.49M 1%
+16,549
28
$2.47M 0.99%
42,234
-2,886
29
$2.47M 0.99%
17,280
-922
30
$2.44M 0.98%
25,719
-1,122
31
$2.34M 0.94%
6,587
-305
32
$2.29M 0.92%
61,654
-2,943
33
$2.27M 0.91%
12,780
-2,569
34
$2.25M 0.9%
153,937
-9,476
35
$2.24M 0.9%
15,913
-9,017
36
$2.14M 0.86%
20,701
-1,596
37
$2.14M 0.86%
6,900
-295
38
$2.07M 0.83%
9,481
-490
39
$2.02M 0.81%
961
-97
40
$1.95M 0.78%
4,130
-234
41
$1.9M 0.76%
10,952
-700
42
$1.9M 0.76%
13,100
-1,940
43
$1.88M 0.75%
4,824
-310
44
$1.87M 0.75%
9,057
-727
45
$1.86M 0.75%
5,277
-329
46
$1.83M 0.73%
2,739
-157
47
$1.82M 0.73%
43,283
-1,454
48
$1.8M 0.72%
24,883
-920
49
$1.8M 0.72%
6,019
-596
50
$1.79M 0.72%
5,643
-208
1
2
3 4 5