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
176
$2.61M 0.1%
39,468
-1,694
177
$2.61M 0.1%
93,148
-49,588
178
$2.5M 0.09%
41,778
-792
179
$2.48M 0.09%
20,896
-2,064
180
$2.47M 0.09%
76,494
+154
181
$2.41M 0.09%
17,264
-10,496
182
$2.37M 0.09%
34,584
183
$2.36M 0.09%
51,520
+38,864
184
$2.34M 0.09%
21,076
+4,114
185
$2.28M 0.08%
42,304
+29,312
186
$2.25M 0.08%
16,500
-12,562
187
$2.22M 0.08%
38,304
+33,628
188
$2.2M 0.08%
17,920
+16,744
189
$2.2M 0.08%
18,973
-372
190
$2.13M 0.08%
40,012
+10,640
191
$2.1M 0.08%
37,044
+27,580
192
$2.09M 0.08%
55,682
+41,954
193
$2.09M 0.08%
13,356
-1,176
194
$2.05M 0.08%
111,048
+99,288
195
$2M 0.07%
16,456
196
$1.96M 0.07%
10,512
+624
197
$1.95M 0.07%
+97,916
198
$1.94M 0.07%
58,168
+4,092
199
$1.92M 0.07%
30,128
+12,908
200
$1.92M 0.07%
68,912
-20,272