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
726
-79,114
727
-65,560
728
-53,260
729
-31,380
730
-51,580
731
0
732
-285,750
733
-30,802
734
-255,400
735
-2,470
736
-70,680
737
-36,340
738
-224,030
739
-72,880
740
-1,360
741
-478,728
742
-410
743
-364,260
744
-80,540
745
-450
746
-12,180
747
-64,170
748
-573,967