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
$2.6B
AUM Growth
-$489M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$54.3M
2
+$26.8M
3
+$24.9M
4
HAR
Harman International Industries
HAR
+$24.9M
5
RL icon
Ralph Lauren
RL
+$22M

Top Sells

1
+$55.7M
2
+$45.4M
3
+$45.4M
4
VNO icon
Vornado Realty Trust
VNO
+$43.8M
5
AGCO icon
AGCO
AGCO
+$35M

Sector Composition

1 Real Estate 36.32%
2 Financials 24.64%
3 Consumer Discretionary 11.6%
4 Industrials 9.2%
5 Technology 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.91M 0.27%
129,533
+34,691
52
$6.57M 0.25%
191,129
+164
53
$6.45M 0.25%
108,778
+53
54
$6.31M 0.24%
216,238
-1,399
55
$6.29M 0.24%
157,327
+15,871
56
$6.18M 0.24%
127,187
-15,261
57
$6.07M 0.23%
1,662,288
-127,617
58
$6.04M 0.23%
38,457
-7,500
59
$5.99M 0.23%
123,282
-62,369
60
$5.97M 0.23%
109,728
-45,152
61
$5.95M 0.23%
171,670
-16,270
62
$5.81M 0.22%
1,180,246
+49,127
63
$5.66M 0.22%
147,683
-14,698
64
$5.61M 0.22%
112,250
-48,072
65
$5.53M 0.21%
228,079
+15,386
66
$5.37M 0.21%
89,134
-95,020
67
$5.09M 0.2%
109,335
68
$5.06M 0.19%
642,023
+332
69
$5.03M 0.19%
89,146
+96
70
$5.01M 0.19%
139,651
-68,951
71
$4.85M 0.19%
175,377
-125,388
72
$4.75M 0.18%
102,362
-21,319
73
$4.74M 0.18%
+150,348
74
$4.61M 0.18%
102,093
-111,585
75
$4.54M 0.17%
82,323
-17,111
1 2
3
4 5