TAM

Tyers Asset Management Portfolio holdings

AUM $3.02B
1-Year Est. Return 5.31%
This Quarter Est. Return
1 Year Est. Return
+5.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$851K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.03M
3
+$7.69M
4
LNC icon
Lincoln National
LNC
+$6.88M
5
SNA icon
Snap-on
SNA
+$6.14M

Top Sells

1
+$21.6M
2
+$17.3M
3
+$17M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$13.7M
5
BMO icon
Bank of Montreal
BMO
+$9.6M

Sector Composition

1 Technology 19.45%
2 Healthcare 16.41%
3 Financials 14.9%
4 Industrials 11.93%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.24M 0.05%
43,680
-3,696
252
$1.23M 0.05%
20,944
+868
253
$1.22M 0.04%
15,408
-784
254
$1.22M 0.04%
6,976
-16
255
$1.21M 0.04%
21,600
+2,856
256
$1.2M 0.04%
20,096
-360,848
257
$1.17M 0.04%
56,254
+3,630
258
$1.17M 0.04%
6,208
-7,680
259
$1.17M 0.04%
156,520
260
$1.17M 0.04%
7,232
+1,664
261
$1.14M 0.04%
7,360
+576
262
$1.14M 0.04%
31,752
+2,156
263
$1.14M 0.04%
29,264
-2,176
264
$1.14M 0.04%
19,976
-26,620
265
$1.1M 0.04%
8,474
-2,272
266
$1.07M 0.04%
10,934
-1,628
267
$1.06M 0.04%
37,328
-848
268
$1.05M 0.04%
11,840
-1,808
269
$1.03M 0.04%
35,328
-72,016
270
$1.03M 0.04%
22,330
-2,794
271
$1.02M 0.04%
34,880
-768
272
$1.02M 0.04%
7,150
-616
273
$1.01M 0.04%
35,168
-364
274
$1.01M 0.04%
42,284
-73,282
275
$1.01M 0.04%
8,382
-1,056
9 10
11
12 13