TAM

Tiverton Asset Management Portfolio holdings

AUM $2.88B
1-Year Est. Return 5.62%
This Quarter Est. Return
1 Year Est. Return
+5.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$144M
3 +$139M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$114M
5
KEX icon
Kirby Corp
KEX
+$91.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.79%
2 Healthcare 18.29%
3 Consumer Discretionary 12.13%
4 Financials 11.95%
5 Industrials 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$4.09M 0.11%
+70,000
102
$3.76M 0.1%
+275,000
103
$3.52M 0.09%
+200,000
104
$3.11M 0.08%
+120,000
105
$2.89M 0.08%
+100,000
106
$1.75M 0.05%
+31,488