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
$253M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$4.24M
3 +$3.66M
4
APO icon
Apollo Global Management
APO
+$3.23M
5
COO icon
Cooper Companies
COO
+$3.03M

Top Sells

1 +$4.75M
2 +$4.7M
3 +$4.25M
4
JNS
Janus Capital Group Inc
JNS
+$3.1M
5
VIA
Viacom Inc. Class A
VIA
+$3.05M

Sector Composition

1 Healthcare 21.32%
2 Financials 17.99%
3 Technology 12.19%
4 Communication Services 10.96%
5 Real Estate 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,171
102
-21,425
103
-28,465
104
-233,660
105
-115,595