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
476
$365K 0.01%
8,832
+848
477
$364K 0.01%
8,756
-2,948
478
$364K 0.01%
5,151
479
$361K 0.01%
9,808
-3,312
480
$361K 0.01%
9,243
-1,253
481
$361K 0.01%
4,648
+644
482
$359K 0.01%
12,852
+1,680
483
$358K 0.01%
36,313
-4,671
484
$357K 0.01%
4,620
+1,188
485
$357K 0.01%
4,844
+952
486
$356K 0.01%
4,144
+420
487
$354K 0.01%
9,296
+756
488
$351K 0.01%
7,644
+1,428
489
$348K 0.01%
2,992
-858
490
$345K 0.01%
3,920
+960
491
$345K 0.01%
+1,372
492
$344K 0.01%
1,520
-4,256
493
$344K 0.01%
6,300
+672
494
$343K 0.01%
11,000
-1,364
495
$342K 0.01%
3,168
+480
496
$341K 0.01%
6,126
497
$336K 0.01%
4,818
-946
498
$336K 0.01%
2,992
+330
499
$336K 0.01%
17,488
+144
500
$336K 0.01%
6,076
+1,400