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
$211M
AUM Growth
-$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.35M
3
+$3.18M
4
BCO icon
Brink's
BCO
+$2.42M
5
WB icon
Weibo
WB
+$2.27M

Top Sells

1
+$3.96M
2
+$3.41M
3
+$3.4M
4
STL
Sterling Bancorp
STL
+$3.17M
5
IVZ icon
Invesco
IVZ
+$2.9M

Sector Composition

1 Healthcare 25.34%
2 Technology 13.76%
3 Financials 9.09%
4 Communication Services 8.32%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.94%
37,920
-520
52
$1.96M 0.93%
45,510
-7,860
53
$1.95M 0.93%
8,882
-272
54
$1.89M 0.9%
18,415
-576
55
$1.87M 0.89%
54,853
-1,661
56
$1.79M 0.85%
6,716
-300
57
$1.75M 0.83%
2,093
-102
58
$1.72M 0.82%
+36,892
59
$1.71M 0.81%
43,268
-1,928
60
$1.61M 0.76%
10,595
-552
61
$1.59M 0.76%
67,840
+5,726
62
$1.59M 0.75%
64,233
-1,305
63
$1.58M 0.75%
128,518
-42,540
64
$1.57M 0.74%
32,706
-1,500
65
$1.51M 0.72%
81,301
-13,545
66
$1.5M 0.71%
9,248
-535
67
$1.49M 0.71%
23,874
-935
68
$1.48M 0.7%
52,630
-1,534
69
$1.37M 0.65%
34,269
-1,236
70
$1.37M 0.65%
102,546
-32,912
71
$1.35M 0.64%
95,716
-2,855
72
$1.35M 0.64%
10,300
-274
73
$1.16M 0.55%
18,827
-1,768
74
$1.08M 0.51%
17,080
-207
75
$980K 0.47%
10,061
-2,159
1 2
3
4