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
126
$4.61M 0.17%
100,976
+2,304
127
$4.53M 0.17%
89,452
+73,766
128
$4.52M 0.17%
15,708
-17,776
129
$4.5M 0.17%
119,216
+11,056
130
$4.38M 0.16%
57,486
+8,052
131
$4.36M 0.16%
51,964
+374
132
$4.3M 0.16%
90,916
+560
133
$4.29M 0.16%
98,384
-94,072
134
$4.25M 0.16%
104,384
-54,080
135
$4.16M 0.15%
296,128
+250,048
136
$4.13M 0.15%
92,848
+21,344
137
$4.01M 0.15%
30,470
-4,180
138
$4M 0.15%
88,576
+37,984
139
$3.95M 0.14%
765,160
+9,592
140
$3.88M 0.14%
50,480
+2,416
141
$3.88M 0.14%
63,500
-79,024
142
$3.87M 0.14%
20,664
+1,512
143
$3.86M 0.14%
46,620
+364
144
$3.83M 0.14%
175,728
+39,680
145
$3.81M 0.14%
129,162
-96,492
146
$3.77M 0.14%
77,440
+25,264
147
$3.7M 0.14%
65,934
+9,504
148
$3.57M 0.13%
62,913
+12,724
149
$3.56M 0.13%
+97,200
150
$3.55M 0.13%
98,700
+84,196
4 5
6
7 8