Asset Manager
← All Institutions
SMITH THOMAS W
Market Value
$82M
-5.2%
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 |
|---|---|---|---|
| Mid Cap | 3 | $68M | 82.7% |
| Small Cap | 2 | $14M | 17.3% |
Portfolio Analytics
Avg Market Cap
$3.8B
Median Market Cap
$2.5B
Avg P/E
24.7
Median P/E
17.3
Avg Dividend Yield
—%
Avg Beta
1.57
# Stocks
5
# ETFs / Funds
0