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
326
$714K 0.03%
10,608
-1,024
327
$713K 0.03%
16,720
+928
328
$704K 0.03%
37,212
+16,072
329
$695K 0.03%
20,244
330
$694K 0.03%
11,704
+4,928
331
$692K 0.03%
17,008
-224
332
$683K 0.03%
60,720
-7,600
333
$681K 0.03%
88,286
334
$676K 0.02%
11,184
+512
335
$674K 0.02%
12,522
-15,287
336
$660K 0.02%
7,952
-700
337
$658K 0.02%
16,492
-9,492
338
$658K 0.02%
1,188
+176
339
$648K 0.02%
11,209
-10,696
340
$647K 0.02%
16,072
+4,396
341
$647K 0.02%
38,500
-4,796
342
$646K 0.02%
100,288
343
$646K 0.02%
9,056
-7,584
344
$644K 0.02%
18,704
-280
345
$638K 0.02%
27,768
-2,160
346
$634K 0.02%
14,496
-704
347
$626K 0.02%
12,512
-784
348
$619K 0.02%
24,530
349
$618K 0.02%
31,280
+2,457
350
$616K 0.02%
9,324
-392
12 13
14
15 16