TI

Turner Investments Portfolio holdings

AUM $134K
1-Year Est. Return 49.03%
This Quarter Est. Return
1 Year Est. Return
-49.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
-$591M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.85M
3
+$9.52M
4
ZOES
Zoe's Kitchen, Inc.
ZOES
+$8.12M
5
BABA icon
Alibaba
BABA
+$7.82M

Top Sells

1
+$27.9M
2
+$23.9M
3
+$23M
4
CPA icon
Copa Holdings
CPA
+$20.8M
5
NOW icon
ServiceNow
NOW
+$20.8M

Sector Composition

1 Technology 21.48%
2 Healthcare 16.92%
3 Consumer Discretionary 12.6%
4 Industrials 8.84%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.13%
+202,190
227
$2.21M 0.13%
+175,370
228
$2.21M 0.13%
30,025
+18,753
229
$2.2M 0.13%
256,760
+159,760
230
$2.2M 0.13%
22,516
231
$2.18M 0.13%
29,470
+17,660
232
$2.18M 0.13%
67,360
233
$2.15M 0.13%
25,830
-14,170
234
$2.12M 0.13%
88,760
-29,040
235
$2.12M 0.13%
32,689
236
$2.1M 0.13%
62,830
-149,170
237
$2.1M 0.13%
+24,880
238
$2.08M 0.12%
+272,696
239
$2.07M 0.12%
27,331
-5,420
240
$2.07M 0.12%
48,090
241
$2.07M 0.12%
+139,940
242
$2.06M 0.12%
57,940
243
$2.06M 0.12%
34,080
-7,480
244
$2.04M 0.12%
37,176
-338
245
$2M 0.12%
16,520
246
$2M 0.12%
22,647
-147,531
247
$1.99M 0.12%
32,510
+6,130
248
$1.99M 0.12%
38,070
+280
249
$1.98M 0.12%
43,387
-14,050
250
$1.97M 0.12%
67,720
-79,730
8 9
10
11 12