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
$1.68B
AUM Growth
+$438M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$37.5M
2 +$21.5M
3 +$20.8M
4
WKC icon
World Kinect Corp
WKC
+$20.2M
5
MNRO icon
Monro
MNRO
+$17.8M

Top Sells

1 +$10.3M
2 +$5.52M
3 +$5.03M
4
VZ icon
Verizon
VZ
+$4.59M
5
MYGN icon
Myriad Genetics
MYGN
+$2.55M

Sector Composition

1 Healthcare 18.39%
2 Industrials 16.53%
3 Technology 14.8%
4 Financials 13.66%
5 Consumer Discretionary 13.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-119,891