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
76
$4.28M 0.16%
39,261
+3,240
77
$4.27M 0.16%
31,948
-3,814
78
$4.07M 0.16%
48,157
-42,103
79
$4.05M 0.16%
279,711
+22,598
80
$3.68M 0.14%
152,718
-74,874
81
$3.63M 0.14%
617,218
-73,075
82
$3.62M 0.14%
104,455
83
$3.58M 0.14%
129,733
+212
84
$3.37M 0.13%
+76,681
85
$3.33M 0.13%
103,224
+48
86
$3.25M 0.13%
92,749
-121,216
87
$3.04M 0.12%
2,127,789
88
$2.92M 0.11%
116,310
+50
89
$2.73M 0.11%
340,000
90
$2.7M 0.1%
204,351
-93,173
91
$2.54M 0.1%
113,491
-28,811
92
$2.26M 0.09%
132,474
93
$2.14M 0.08%
639,603
-29,609
94
$2.08M 0.08%
150,348
95
$2.01M 0.08%
41,637
96
$2M 0.08%
35,906
-10,710
97
$1.95M 0.08%
812,533
98
$1.85M 0.07%
39,819
-43,695
99
$1.72M 0.07%
158,900
100
$1.7M 0.07%
67,624
-45,291
1 2 3
4
5