TAM
Tiverton Asset Management Portfolio holdings
AUM
$2.88B
1-Year Return
5.62%
This Quarter Return
+8.33%
1 Year Return
+5.62%
3 Year Return
+61.7%
5 Year Return
+105.17%
10 Year Return
–
AUM
$2.04B
AUM Growth
+$48M
(+2.4%)
Cap. Flow
-$84M
Cap. Flow
% of AUM
-4.13%
Top 10 Holdings %
Top 10 Hldgs %
37.6%
Holding
437
New
35
Increased
106
Reduced
106
Closed
27
Top Buys
| 1 |
Amazon
AMZN
|
$9.7M |
| 2 |
Salesforce
CRM
|
$7.45M |
| 3 |
Apple
AAPL
|
$6.55M |
| 4 |
Centene
CNC
|
$6.41M |
| 5 |
Boeing
BA
|
$5.86M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$68.5M |
| 2 |
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
|
$13.2M |
| 3 |
Goldman Sachs ActiveBeta Europe Equity ETF
GSEU
|
$12.2M |
| 4 |
Caterpillar
CAT
|
$6.61M |
| 5 |
Gilead Sciences
GILD
|
$6.51M |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Healthcare | 16.39% |
| 3 | Consumer Discretionary | 11.5% |
| 4 | Financials | 9.52% |
| 5 | Industrials | 8.35% |
