TAM

Third Avenue Management Portfolio holdings

AUM $533M
1-Year Est. Return 11.82%
This Quarter Est. Return
1 Year Est. Return
+11.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$3.13M
3
+$2.46M
4
CMA icon
Comerica
CMA
+$1.82M
5
AMH icon
American Homes 4 Rent
AMH
+$1.69M

Top Sells

1
+$7.91M
2
+$7.34M
3
+$6.61M
4
FDX icon
FedEx
FDX
+$5.31M
5
HCC icon
Warrior Met Coal
HCC
+$5.07M

Sector Composition

1 Real Estate 40.23%
2 Consumer Discretionary 19.06%
3 Financials 15.65%
4 Industrials 12.68%
5 Materials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.53M 1.32%
+328,473
27
$8.57M 1.19%
6,077,466
+6,790
28
$8.01M 1.11%
252,680
29
$7.5M 1.04%
557,700
-36,579
30
$7.16M 1%
146,079
-27,445
31
$5.49M 0.76%
263,514
32
$5.45M 0.76%
1,922
+214
33
$5.26M 0.73%
75,945
34
$5.25M 0.73%
136,928
35
$5.15M 0.72%
167,939
+102,105
36
$5.14M 0.72%
83,604
37
$5.05M 0.7%
46,706
38
$4.23M 0.59%
232,961
-54,124
39
$4.02M 0.56%
140,451
40
$3.94M 0.55%
43,600
41
$3.91M 0.54%
75,356
+14,208
42
$3.65M 0.51%
149,269
+23,794
43
$3.63M 0.5%
72,427
44
$3.22M 0.45%
111,210
45
$3.14M 0.44%
75,009
-30,221
46
$3.11M 0.43%
58,069
+16,980
47
$3.1M 0.43%
45,788
48
$2.83M 0.39%
14,942
-4,012
49
$2.71M 0.38%
42,331
50
$2.7M 0.38%
52,390
-91,535
1
2
3