TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.75B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1 +$710K
2 +$365K
3 +$105K
4
MELI icon
Mercado Libre
MELI
+$104K
5
MA icon
Mastercard
MA
+$103K

Top Sells

1 +$91M
2 +$88.6M
3 +$66.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$51.6M
5
BND icon
Vanguard Total Bond Market
BND
+$29.2M

Sector Composition

1 Healthcare 0.05%
2 Technology 0.05%
3 Financials 0.05%
4 Industrials 0.03%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BABA icon
426
Alibaba
BABA
$395B
$5K ﹤0.01%
45
BBVA icon
427
Banco Bilbao Vizcaya Argentaria
BBVA
$138B
$5K ﹤0.01%
762
-79
BLD icon
428
TopBuild
BLD
$13.9B
$5K ﹤0.01%
24
VFC icon
429
VF Corp
VFC
$7.35B
$5K ﹤0.01%
199
+93
CNH
430
CNH Industrial
CNH
$13.6B
$5K ﹤0.01%
351
BURL icon
431
Burlington
BURL
$19.3B
$4K ﹤0.01%
19
+1
CAG icon
432
Conagra Brands
CAG
$8.11B
$4K ﹤0.01%
+106
CRI icon
433
Carter's
CRI
$1.32B
$4K ﹤0.01%
60
DXCM icon
434
DexCom
DXCM
$27.1B
$4K ﹤0.01%
33
ZBH icon
435
Zimmer Biomet
ZBH
$17.3B
$4K ﹤0.01%
34
+2
HRB icon
436
H&R Block
HRB
$5.32B
$4K ﹤0.01%
103
+85
IWY icon
437
iShares Russell Top 200 Growth ETF
IWY
$16B
$4K ﹤0.01%
32
-37
KOF icon
438
Coca-Cola Femsa
KOF
$20.9B
$4K ﹤0.01%
49
OHI icon
439
Omega Healthcare
OHI
$13.2B
$4K ﹤0.01%
144
RL icon
440
Ralph Lauren
RL
$22B
$4K ﹤0.01%
33
SHEL icon
441
Shell
SHEL
$211B
$4K ﹤0.01%
72
TDG icon
442
TransDigm Group
TDG
$81.7B
$4K ﹤0.01%
6
+1
WDS icon
443
Woodside Energy
WDS
$30.3B
$4K ﹤0.01%
171
WMG icon
444
Warner Music
WMG
$16B
$4K ﹤0.01%
116
ADP icon
445
Automatic Data Processing
ADP
$105B
$3K ﹤0.01%
+15
AER icon
446
AerCap
AER
$24.3B
$3K ﹤0.01%
47
APTV icon
447
Aptiv
APTV
$17B
$3K ﹤0.01%
25
F icon
448
Ford
F
$54.2B
$3K ﹤0.01%
248
FITB icon
449
Fifth Third Bancorp
FITB
$32.5B
$3K ﹤0.01%
119
KBR icon
450
KBR
KBR
$5.67B
$3K ﹤0.01%
52
+11