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
551
$274K 0.01%
16,656
+2,752
552
$272K 0.01%
10,560
+496
553
$271K 0.01%
3,680
+560
554
$271K 0.01%
4,368
-128
555
$271K 0.01%
5,068
+336
556
$269K 0.01%
14,608
557
$269K 0.01%
6,664
+896
558
$269K 0.01%
18,348
+3,542
559
$268K 0.01%
1,036
-140
560
$266K 0.01%
10,528
+728
561
$263K 0.01%
7,576
-130
562
$262K 0.01%
9,724
+1,496
563
$262K 0.01%
448
+56
564
$259K 0.01%
7,987
565
$259K 0.01%
8,992
566
$259K 0.01%
4,950
+242
567
$258K 0.01%
3,920
+392
568
$257K 0.01%
3,696
+3,276
569
$257K 0.01%
14,532
+3,164
570
$256K 0.01%
4,508
+392
571
$256K 0.01%
1,122
-2,596
572
$255K 0.01%
2,100
573
$254K 0.01%
1,808
+272
574
$254K 0.01%
1,936
+110
575
$253K 0.01%
15,680
+1,344
21 22
23
24 25