TAM

Tocqueville Asset Management Portfolio holdings

AUM $6.87B
1-Year Est. Return 25.73%
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.52B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$10.6M
3 +$9.75M
4
EMR icon
Emerson Electric
EMR
+$6.37M
5
ALB icon
Albemarle
ALB
+$5.39M

Top Sells

1 +$153M
2 +$21.6M
3 +$17.2M
4
EXPE icon
Expedia Group
EXPE
+$16.3M
5
CYBR icon
CyberArk
CYBR
+$15.4M

Sector Composition

1 Technology 20.64%
2 Consumer Discretionary 12.3%
3 Industrials 11.87%
4 Healthcare 10.91%
5 Financials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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