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
$6.06B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.2M
3
+$16.1M
4
ROK icon
Rockwell Automation
ROK
+$16M
5
LYB icon
LyondellBasell Industries
LYB
+$14.2M

Top Sells

1
+$61.1M
2
+$55.8M
3
+$55.5M
4
AAPL icon
Apple
AAPL
+$46.1M
5
MMS icon
Maximus
MMS
+$44.1M

Sector Composition

1 Technology 19.75%
2 Consumer Discretionary 15.5%
3 Industrials 12.08%
4 Healthcare 9.56%
5 Financials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.11M 0.02%
+195,900
477
$1.11M 0.02%
146,550
+31,750
478
$1.1M 0.02%
+70,300
479
$1.03M 0.02%
+150,850
480
$989K 0.02%
+112,460
481
$981K 0.02%
+135,508
482
$959K 0.02%
5,939
+116
483
$903K 0.01%
40,152
-20,093
484
$879K 0.01%
19,090
-17,230
485
$871K 0.01%
+274,974
486
$840K 0.01%
16,060
-101,260
487
$804K 0.01%
17,317
-8,808
488
$799K 0.01%
+12,767
489
$730K 0.01%
+55,340
490
$690K 0.01%
5,393
+770
491
$680K 0.01%
+154,000
492
$629K 0.01%
+22,944
493
$604K 0.01%
35,760
+7,430
494
$440K 0.01%
21,375
+249
495
$430K 0.01%
+103
496
$413K 0.01%
52,940
+15,340
497
$407K 0.01%
10,670
+1,240
498
$405K 0.01%
14,660
-200
499
$396K 0.01%
16,770
500
$385K 0.01%
+17,920
18 19
20
21 22