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
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
26
$28.7M 1.05%
146,476
-14,212
27
$28.6M 1.05%
404,152
-49,812
28
$28.4M 1.04%
154,700
-4,928
29
$26M 0.95%
1,026,784
-8,382
30
$25.8M 0.95%
370,256
-10,048
31
$22.2M 0.81%
301,784
+93,632
32
$20.2M 0.74%
173,646
+25,938
33
$20M 0.73%
172,544
-6,240
34
$19.5M 0.72%
542,368
+5,600
35
$19.4M 0.71%
130,864
-9,680
36
$18.8M 0.69%
244,222
+104,434
37
$18.5M 0.68%
312,400
+8,800
38
$17.5M 0.64%
255,104
-15,184
39
$17.3M 0.63%
169,792
+75,488
40
$17.2M 0.63%
332,272
-7,840
41
$17.1M 0.63%
220,892
-7,588
42
$16.9M 0.62%
214,928
-10,276
43
$16.8M 0.62%
121,374
+25,498
44
$16.5M 0.6%
98,112
-11,452
45
$16.4M 0.6%
117,432
+3,391
46
$16.3M 0.6%
227,376
-3,728
47
$15.6M 0.57%
191,180
+2,970
48
$15.5M 0.57%
105,856
-3,216
49
$15.3M 0.56%
418,176
-35,904
50
$14.9M 0.55%
279,456
-6,656
1
2
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