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
426
$314K 0.02%
483
-4
427
$309K 0.02%
1,728
-110
428
$304K 0.02%
+3,750
429
$298K 0.02%
30,596
-1,965
430
$295K 0.02%
18,198
-1,164
431
$294K 0.02%
12,340
+3,200
432
$294K 0.02%
13,927
-881
433
$292K 0.02%
2,057
-130
434
$278K 0.02%
2,412
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435
$273K 0.02%
9,191
-592
436
$270K 0.02%
2,647
-172
437
$263K 0.02%
11,640
-748
438
$262K 0.02%
4,503
-43,309
439
$259K 0.02%
5,471
-346
440
$256K 0.02%
3,892
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441
$255K 0.02%
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442
$255K 0.02%
4,330
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443
$252K 0.02%
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444
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8,261
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445
$251K 0.02%
18,982
-1,220
446
$249K 0.01%
7,044
-458
447
$247K 0.01%
9,845
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448
$246K 0.01%
6,548
-409
449
$245K 0.01%
6,609
-429
450
$244K 0.01%
6,970
-454
16 17
18
19 20