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
151
$3.54M 0.13%
45,836
+9,940
152
$3.5M 0.13%
164,176
+21,616
153
$3.42M 0.13%
188,716
-4,708
154
$3.42M 0.13%
168,576
+46,432
155
$3.41M 0.13%
59,906
-2,926
156
$3.38M 0.12%
67,088
+27,384
157
$3.38M 0.12%
118,688
+73,792
158
$3.36M 0.12%
77,424
+32,992
159
$3.23M 0.12%
39,172
-11,704
160
$3.22M 0.12%
39,888
+4,880
161
$3.2M 0.12%
159,632
+44,416
162
$3.1M 0.11%
20,160
-11,592
163
$3.09M 0.11%
156,828
+133,784
164
$2.99M 0.11%
57,416
+7,714
165
$2.93M 0.11%
109,109
-15,815
166
$2.9M 0.11%
24,584
+12,516
167
$2.84M 0.1%
34,992
-20,208
168
$2.81M 0.1%
97,416
+72,050
169
$2.8M 0.1%
14,308
+2,100
170
$2.7M 0.1%
55,840
-16,448
171
$2.7M 0.1%
35,360
+5,040
172
$2.67M 0.1%
37,344
+5,248
173
$2.67M 0.1%
31,164
-2,912
174
$2.66M 0.1%
37,872
+48
175
$2.64M 0.1%
46,452
-5,824
5 6
7
8 9