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
$508M
AUM Growth
-$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.55M
3
+$932K
4
PRA icon
ProAssurance
PRA
+$780K
5
KALU icon
Kaiser Aluminum
KALU
+$746K

Top Sells

1
+$5.78M
2
+$3.3M
3
+$2.09M
4
CMA icon
Comerica
CMA
+$1.97M
5
LOW icon
Lowe's Companies
LOW
+$1.67M

Sector Composition

1 Real Estate 25.22%
2 Financials 24.38%
3 Industrials 12.88%
4 Consumer Discretionary 12.62%
5 Energy 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.06%
24,000
52
$107K 0.02%
5,000
-21,000
53
$84K 0.02%
2,460
54
– –
-13,000
55
– –
-31,848
56
– –
-17,614
1 2
3