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
$247M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$4.77M
3 +$3.78M
4
MRK icon
Merck
MRK
+$3.6M
5
BJ icon
BJs Wholesale Club
BJ
+$3.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.19%
2 Healthcare 18.38%
3 Industrials 17.91%
4 Financials 12.41%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$260K 0.11%
+605
127
$214K 0.09%
+453
128
$207K 0.08%
+2,832