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
51
$14.1M 0.52%
94,612
+37,464
52
$13.6M 0.5%
166,448
-3,824
53
$13.4M 0.49%
183,390
-6,117
54
$12.5M 0.46%
119,924
+1,456
55
$12M 0.44%
790,640
+71,968
56
$11.8M 0.43%
98,076
-15,532
57
$11.7M 0.43%
332,794
-157,344
58
$11M 0.4%
145,248
+125,232
59
$10.8M 0.4%
79,794
+12,826
60
$10.6M 0.39%
80,612
61
$10.4M 0.38%
72,624
-26,688
62
$10.4M 0.38%
45,360
+13,804
63
$10.1M 0.37%
144,016
-66,144
64
$10.1M 0.37%
298,012
+49,112
65
$10.1M 0.37%
165,088
+20,614
66
$9.96M 0.37%
120,176
-38,584
67
$9.85M 0.36%
244,448
-14,784
68
$9.72M 0.36%
136,950
-13,332
69
$9.68M 0.35%
40,796
+1,932
70
$9.6M 0.35%
225,904
+33,236
71
$9.44M 0.35%
49,700
+14,672
72
$9.43M 0.35%
298,144
+9,658
73
$9.42M 0.35%
50,540
-2,800
74
$9.23M 0.34%
308,594
-36,080
75
$8.81M 0.32%
182,996
+15,158
1 2
3
4 5