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
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704
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706
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-573,967
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709
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710
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715
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717
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723
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724
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