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
451
$406K 0.01%
3,664
-288
452
$405K 0.01%
21,440
-29,136
453
$403K 0.01%
30,688
+4,116
454
$402K 0.01%
16,302
-1,452
455
$398K 0.01%
3,024
-4,592
456
$397K 0.01%
34,552
+2,716
457
$395K 0.01%
6,160
-512
458
$394K 0.01%
9,984
+1,056
459
$390K 0.01%
3,278
+110
460
$389K 0.01%
5,348
+756
461
$386K 0.01%
13,616
+1,360
462
$384K 0.01%
1,552
-160
463
$382K 0.01%
4,900
+672
464
$379K 0.01%
4,288
-3,952
465
$379K 0.01%
9,376
-8,704
466
$379K 0.01%
6,992
+1,504
467
$374K 0.01%
34,720
-189,728
468
$374K 0.01%
+7,536
469
$372K 0.01%
8,096
+848
470
$370K 0.01%
5,368
-132
471
$370K 0.01%
17,344
472
$369K 0.01%
4,796
-6,600
473
$367K 0.01%
11,712
+1,632
474
$367K 0.01%
10,920
+1,036
475
$366K 0.01%
22,316
17 18
19
20 21