Asset Manager
← All Institutions
SMITH THOMAS W
Market Value
$86M
+28.7%
Holdings
5
New Purchases
0
Added To
0
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 1 | $15M | 17.9% |
| Mid Cap | 1 | $49M | 56.8% |
| Small Cap | 3 | $22M | 25.4% |
Portfolio Analytics
Avg Market Cap
$4.6B
Median Market Cap
$1.8B
Avg P/E
14.9
Median P/E
15.3
Avg Dividend Yield
—%
Avg Beta
1.54
# Stocks
5
# ETFs / Funds
0