Tyers Asset Management LLC

data from 30/09/2019

Capitalization

$ 3.020 B

1.48%

Performance

$ 687.928 M

28.38%

Average holding period

9 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Tyers Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 AAPL Apple Inc 7.40% 223.542 M $ 998088 2016/12/31 22.641 M $ 11.32 %
2019/09/30 MRK Merck & Co Inc 2.81% 84.790 M $ 1007244 2016/12/31 -578.465 K $ -0.67 %
2019/09/30 TMO Thermo Fisher Scientific Inc 2.20% 66.459 M $ 228172 2016/12/31 -1.870 M $ -2.77 %
2019/09/30 HD Home Depot Inc/The 2.12% 64.076 M $ 276164 2016/12/31 5.885 M $ 10.45 %
2019/09/30 INTC Intel Corp 2.07% 62.627 M $ 1215344 2016/12/31 4.530 M $ 7.27 %
2019/09/30 JPM JPMorgan Chase & Co 1.80% 54.370 M $ 461978 2016/12/31 1.674 M $ 3.59 %
2019/09/30 SYK Stryker Corp 1.77% 53.401 M $ 246884 2016/12/31 2.461 M $ 4.75 %
2019/09/30 META Facebook Inc 1.75% 52.991 M $ 297568 2016/12/31 -4.065 M $ -7.73 %
2019/09/30 BRK-B Berkshire Hathaway Inc 1.73% 52.340 M $ 251608 2016/12/31 -1.523 M $ -3.10 %
2019/09/30 CVX Chevron Corp 1.65% 49.778 M $ 419716 2016/12/31 -2.576 M $ -5.01 %
2019/09/30 DHR Danaher Corp 1.63% 49.168 M $ 340424 2016/12/31 146.111 K $ 0.30 %
2019/09/30 IVV iShares Core S&P 500 ETF 1.56% 47.029 M $ 157542 2017/03/31 205.180 K $ 0.41 %
2019/09/30 WMT Wal-Mart Stores Inc 1.50% 45.379 M $ 382368 2016/12/31 2.850 M $ 7.30 %
2019/09/30 AMT American Tower Corp 1.42% 42.852 M $ 193788 2016/12/31 3.632 M $ 9.21 %
2019/09/30 AMAT Applied Materials Inc 1.41% 42.659 M $ 854896 2016/12/31 3.166 M $ 9.40 %
2019/09/30 FAST Fastenal Co 1.34% 40.394 M $ 1236422 2016/12/31 12.537 K $ 0.03 %
2019/09/30 FRC First Republic Bank/CA 1.32% 39.975 M $ 413392 2016/12/31 -843.076 K $ -2.27 %
2019/09/30 UNH UnitedHealth Group Inc 1.31% 39.654 M $ 182468 2016/12/31 -4.102 M $ -10.38 %
2019/09/30 XOM Exxon Mobil Corp 1.21% 36.657 M $ 519152 2016/12/31 -2.869 M $ -7.76 %
2019/09/30 BAC Bank of America Corp 1.19% 36.037 M $ 1235388 2016/12/31 -279.653 K $ -0.86 %
2019/09/30 TXN Texas Instruments Inc 1.08% 32.579 M $ 252084 2016/12/31 3.166 M $ 10.50 %
2019/09/30 DIS Walt Disney Co/The 1.07% 32.265 M $ 247584 2016/12/31 -3.140 M $ -8.11 %
2019/09/30 UNP Union Pacific Corp 1.04% 31.502 M $ 194480 2016/12/31 -1.769 M $ -5.63 %
2019/09/30 IWF iShares Russell 1000 Growth ETF 1.01% 30.444 M $ 190718 2018/06/30 69.783 K $ 0.21 %
2019/09/30 ADBE Adobe Systems Inc 0.86% 26.105 M $ 94496 2016/12/31 -2.399 M $ -8.39 %
2019/09/30 USB US Bancorp/MN 0.85% 25.674 M $ 463936 2016/12/31 1.084 M $ 4.45 %
2019/09/30 IWM iShares Russell 2000 ETF 0.82% 24.904 M $ 164560 2019/09/30 0.000 $ 0.00 %
2019/09/30 ABT Abbott Laboratories 0.82% 24.813 M $ 296560 2016/12/31 -246.013 K $ -0.98 %
2019/09/30 NKE NIKE Inc 0.79% 23.814 M $ 253552 2016/12/31 1.908 M $ 10.14 %
2019/09/30 NEE NextEra Energy Inc 0.78% 23.500 M $ 100864 2016/12/31 2.961 M $ 14.14 %
2019/09/30 IEMG iShares Core MSCI Emerging Markets ETF 0.72% 21.828 M $ 445280 2018/06/30 -1.410 M $ -6.03 %
2019/09/30 ISRG Intuitive Surgical Inc 0.71% 21.369 M $ 39578 2016/12/31 378.964 K $ 2.02 %
2019/09/30 ICE IntercontinentalExchange Inc 0.70% 21.030 M $ 227920 2016/12/31 1.392 M $ 7.11 %
2019/09/30 ITW Illinois Tool Works Inc 0.66% 19.835 M $ 126752 2016/12/31 605.604 K $ 3.28 %
2019/09/30 APD Air Products & Chemicals Inc 0.65% 19.602 M $ 88352 2016/12/31 -584.417 K $ -3.07 %
2019/09/30 IQV Quintiles Transnational Holdings Inc 0.64% 19.196 M $ 128502 2017/12/31 -764.801 K $ -7.04 %
2019/09/30 CMCSA Comcast Corp 0.59% 17.704 M $ 392720 2016/12/31 912.317 K $ 5.61 %
2019/09/30 T AT&T Inc 0.59% 17.680 M $ 467232 2016/12/31 1.266 M $ 13.17 %
2019/09/30 MCD McDonald's Corp 0.57% 17.344 M $ 80780 2016/12/31 608.715 K $ 4.05 %
2019/09/30 AON Aon PLC 0.57% 17.167 M $ 88688 2016/12/31 -141.099 K $ -0.81 %
2019/09/30 AOS AO Smith Corp 0.56% 17.013 M $ 356608 2016/12/31 297.984 K $ 1.65 %
2019/09/30 COP ConocoPhillips 0.56% 16.887 M $ 296368 2016/12/31 -1.657 M $ -8.64 %
2019/09/30 D Dominion Resources Inc/VA 0.50% 15.146 M $ 186896 2016/12/31 733.521 K $ 5.16 %
2019/09/30 RY Royal Bank of Canada 0.49% 14.929 M $ 184324 2016/12/31 260.332 K $ 1.88 %
2019/09/30 PFE Pfizer Inc 0.49% 14.802 M $ 411972 2016/12/31 -3.861 M $ -18.08 %
2019/09/30 AMGN Amgen Inc 0.49% 14.683 M $ 75880 2016/12/31 514.231 K $ 3.89 %
2019/09/30 LYB LyondellBasell Industries NV 0.46% 13.999 M $ 156464 2016/12/31 238.622 K $ 2.54 %
2019/09/30 XLNX Xilinx Inc 0.46% 13.917 M $ 145124 2016/12/31 -3.308 M $ -21.41 %
2019/09/30 CMI Cummins Inc 0.46% 13.883 M $ 85344 2016/12/31 -1.041 M $ -5.95 %
2019/09/30 EXAS Exact Sciences Corp 0.45% 13.717 M $ 151792 2016/12/31 -4.110 M $ -21.71 %
2019/09/30 SNA Snap-on Inc 0.43% 13.031 M $ 83244 2016/12/31 -835.011 K $ -5.32 %
2019/09/30 CLX Clorox Co/The 0.43% 12.893 M $ 84896 2016/12/31 -82.416 K $ -0.61 %
2019/09/30 DUK Duke Energy Corp 0.42% 12.732 M $ 132814 2016/12/31 792.692 K $ 8.90 %
2019/09/30 AVGO Avago Technologies Ltd 0.40% 12.153 M $ 44022 2018/06/30 -893.851 K $ -8.44 %
2019/09/30 LKQ LKQ Corp 0.40% 11.943 M $ 379728 2016/12/31 1.691 M $ 16.54 %
2019/09/30 HON Honeywell International Inc 0.38% 11.560 M $ 68320 2016/12/31 -509.048 K $ -4.36 %
2019/09/30 OKE ONEOK Inc 0.38% 11.427 M $ 155064 2016/12/31 160.605 K $ 5.96 %
2019/09/30 DRI Darden Restaurants Inc 0.36% 10.851 M $ 91784 2016/12/31 -429.998 K $ -2.77 %
2019/09/30 BMY Bristol-Myers Squibb Co 0.35% 10.677 M $ 210540 2017/09/30 657.357 K $ 9.99 %
2019/09/30 LNC Lincoln National Corp 0.35% 10.450 M $ 173236 2016/12/31 -994.618 K $ -8.10 %
2019/09/30 DG Dollar General Corp 0.34% 10.376 M $ 65280 2016/12/31 1.903 M $ 17.07 %
2019/09/30 NTRS Northern Trust Corp 0.34% 10.169 M $ 108966 2016/12/31 165.550 K $ 1.86 %
2019/09/30 LLY Eli Lilly & Co 0.32% 9.691 M $ 86660 2016/12/31 -78.503 K $ -0.82 %
2019/09/30 SPY SPDR S&P 500 ETF Trust 0.32% 9.647 M $ 32508 2019/03/31 30.240 K $ 0.38 %
2019/09/30 ORCL Oracle Corp 0.31% 9.336 M $ 169652 2016/12/31 -1.113 M $ -5.23 %
2019/09/30 IBM International Business Machines Corp 0.30% 9.123 M $ 62736 2016/12/31 288.176 K $ 4.01 %
2019/09/30 GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.30% 9.022 M $ 150640 2016/12/31 86.494 K $ 0.99 %
2019/09/30 FFIV F5 Networks Inc 0.29% 8.829 M $ 62876 2016/12/31 -712.665 K $ -5.29 %
2019/09/30 ACN Accenture PLC 0.29% 8.764 M $ 45562 2016/12/31 192.413 K $ 2.97 %
2019/09/30 XRX Xerox Corp 0.28% 8.603 M $ 287616 2019/09/30 0.000 $ 0.00 %
2019/09/30 RBA Ritchie Bros Auctioneers Inc 0.28% 8.521 M $ 213554 2016/12/31 1.337 M $ 18.84 %
2019/09/30 XEL Xcel Energy Inc 0.28% 8.418 M $ 129724 2016/12/31 756.603 K $ 9.18 %
2019/09/30 WBA Walgreens Boots Alliance Inc 0.28% 8.369 M $ 151312 2016/12/31 115.962 K $ 1.21 %
2019/09/30 R Ryder System Inc 0.28% 8.364 M $ 161560 2016/12/31 -876.234 K $ -9.88 %
2019/09/30 EFA iShares MSCI EAFE ETF 0.27% 8.213 M $ 125950 2016/12/31 -104.538 K $ -1.26 %
2019/09/30 UAL United Continental Holdings Inc 0.27% 8.202 M $ 92774 2016/12/31 -3.380 K $ -0.05 %
2019/09/30 CHTR Charter Communications Inc 0.27% 8.151 M $ 19778 2016/12/31 419.493 K $ 3.64 %
2019/09/30 LRCX Lam Research Corp 0.27% 8.028 M $ 34738 2016/12/31 1.144 M $ 21.19 %
2019/09/30 SWKS Skyworks Solutions Inc 0.26% 7.702 M $ 97188 2016/12/31 -236.176 K $ -3.44 %
2019/09/30 GSIE Goldman Sachs ActiveBeta International Equity ETF 0.25% 7.659 M $ 270732 2016/12/31 -120.163 K $ -1.64 %
2019/09/30 BBY Best Buy Co Inc 0.25% 7.655 M $ 110964 2016/12/31 -407.337 K $ -4.93 %
2019/09/30 EXC Exelon Corp 0.25% 7.510 M $ 155456 2016/12/31 63.176 K $ 0.55 %
2019/09/30 ALSN Allison Transmission Holdings Inc 0.25% 7.452 M $ 158378 2017/03/31 67.880 K $ 0.73 %
2019/09/30 IJH iShares Core S&P Mid-Cap ETF 0.24% 7.180 M $ 37158 2016/12/31 -55.207 K $ -0.80 %
2019/09/30 NFG National Fuel Gas Co 0.24% 7.114 M $ 151620 2016/12/31 -685.719 K $ -11.75 %
2019/09/30 DD DuPont de Nemours Inc 0.23% 7.055 M $ 98934 2019/06/30 -450.260 K $ -6.01 %
2019/09/30 LMT Lockheed Martin Corp 0.23% 7.022 M $ 18004 2016/12/31 300.995 K $ 7.87 %
2019/09/30 AZO AutoZone Inc 0.23% 6.994 M $ 6448 2016/12/31 -77.991 K $ -1.29 %
2019/09/30 EL Estee Lauder Cos Inc/The 0.21% 6.482 M $ 32582 2016/12/31 339.148 K $ 9.13 %
2019/09/30 BRX Brixmor Property Group Inc 0.21% 6.482 M $ 319484 2017/12/31 1.102 M $ 13.76 %
2019/09/30 MS Morgan Stanley 0.21% 6.475 M $ 151756 2016/12/31 -163.750 K $ -2.92 %
2019/09/30 MMP Magellan Midstream Partners LP 0.21% 6.438 M $ 97152 2018/06/30 173.337 K $ 3.47 %
2019/09/30 IP International Paper Co 0.21% 6.422 M $ 153560 2016/12/31 -302.788 K $ -4.46 %
2019/09/30 INTU Intuit Inc 0.21% 6.330 M $ 23804 2016/12/31 55.659 K $ 0.67 %
2019/09/30 UHS Universal Health Services Inc 0.20% 6.142 M $ 41294 2016/12/31 572.878 K $ 14.33 %
2019/09/30 ABC AmerisourceBergen Corp 0.20% 6.134 M $ 74508 2016/12/31 -162.569 K $ -3.82 %
2019/09/30 ABBV AbbVie Inc 0.20% 6.128 M $ 80928 2016/12/31 118.783 K $ 3.19 %
2019/09/30 MDT Medtronic Inc 0.20% 6.085 M $ 56016 2016/12/31 460.186 K $ 10.80 %
2019/09/30 PYPL PayPal Holdings Inc 0.20% 6.020 M $ 58112 2016/12/31 -407.630 K $ -9.99 %
2019/09/30 MAN Manpowergroup Inc 0.20% 5.988 M $ 71082 2016/12/31 -596.395 K $ -13.31 %