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
$3.97B
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$81.1M
2
+$45.8M
3
+$45.8M
4
VNO icon
Vornado Realty Trust
VNO
+$32.7M
5
WY icon
Weyerhaeuser
WY
+$28.5M

Top Sells

1
+$68.3M
2
+$22.2M
3
+$18.5M
4
BK icon
Bank of New York Mellon
BK
+$13.5M
5
WTM icon
White Mountains Insurance
WTM
+$12.5M

Sector Composition

1 Real Estate 33.57%
2 Financials 23.6%
3 Consumer Discretionary 8.65%
4 Industrials 8.19%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.83M 0.17%
174,845
+13,364
77
$6.81M 0.17%
216,827
78
$6.62M 0.17%
286,017
-8,681
79
$6.57M 0.17%
72,685
-16,630
80
$6.52M 0.16%
143,643
81
$6.49M 0.16%
136,401
82
$6.37M 0.16%
230,636
-118,922
83
$6.07M 0.15%
242,611
84
$5.99M 0.15%
53,555
85
$5.95M 0.15%
257,877
86
$5.9M 0.15%
169,313
87
$5.57M 0.14%
111,313
88
$5.48M 0.14%
421,206
89
$5.1M 0.13%
581,876
+12,148
90
$5.07M 0.13%
1,025,669
91
$5.02M 0.13%
425,826
92
$4.78M 0.12%
16,718
-2,416
93
$4.75M 0.12%
87,033
+43,933
94
$4.72M 0.12%
307,666
+6,535
95
$4.6M 0.12%
681,637
96
$4.55M 0.11%
66,284
-2,186
97
$4.52M 0.11%
64,368
-63,657
98
$4.52M 0.11%
309,656
99
$4.18M 0.11%
+328,445
100
$3.62M 0.09%
+346,433
2 3
4
5 6