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
676
$177K 0.01%
4,444
677
$176K 0.01%
9,940
+1,708
678
$175K 0.01%
5,764
+836
679
$175K 0.01%
2,352
+192
680
$175K 0.01%
8,736
+1,316
681
$174K 0.01%
5,404
682
$173K 0.01%
2,512
+320
683
$172K 0.01%
2,290
+573
684
$172K 0.01%
8,544
685
$172K 0.01%
4,288
+784
686
$172K 0.01%
10,640
687
$172K 0.01%
4,312
+572
688
$170K 0.01%
30,528
689
$170K 0.01%
3,904
+368
690
$169K 0.01%
3,864
691
$169K 0.01%
2,288
+368
692
$169K 0.01%
19,712
+2,912
693
$168K 0.01%
3,990
694
$167K 0.01%
2,596
695
$166K 0.01%
2,656
+272
696
$166K 0.01%
5,736
+288
697
$165K 0.01%
5,776
+896
698
$165K 0.01%
15,965
+1,755
699
$165K 0.01%
4,704
+496
700
$164K 0.01%
8,528