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
$235M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$3.19M
3 +$3.17M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
NOK icon
Nokia
NOK
+$3.03M

Top Sells

1 +$8.22M
2 +$3.01M
3 +$2.63M
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$2.6M
5
KHC icon
Kraft Heinz
KHC
+$1.96M

Sector Composition

1 Healthcare 21.86%
2 Technology 15.22%
3 Utilities 9.36%
4 Financials 8.8%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-31,840
102
-23,874
103
-18,827
104
-89,211
105
-9,988