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
HUM icon
551
Humana
HUM
$29.1B
$1K ﹤0.01%
2
ICLR icon
552
Icon
ICLR
$13.7B
$1K ﹤0.01%
3
-4
ITRI icon
553
Itron
ITRI
$4.37B
$1K ﹤0.01%
23
-13
KAR icon
554
Openlane
KAR
$2.73B
$1K ﹤0.01%
95
KD icon
555
Kyndryl
KD
$5.92B
$1K ﹤0.01%
37
LHX icon
556
L3Harris
LHX
$50.9B
$1K ﹤0.01%
+6
LPLA icon
557
LPL Financial
LPLA
$28.7B
$1K ﹤0.01%
7
LYV icon
558
Live Nation Entertainment
LYV
$30.4B
$1K ﹤0.01%
15
MAR icon
559
Marriott International
MAR
$81.4B
$1K ﹤0.01%
9
MOH icon
560
Molina Healthcare
MOH
$7.45B
$1K ﹤0.01%
2
MRVL icon
561
Marvell Technology
MRVL
$78.5B
$1K ﹤0.01%
21
MTB icon
562
M&T Bank
MTB
$29.2B
$1K ﹤0.01%
10
NICE icon
563
Nice
NICE
$6.56B
$1K ﹤0.01%
4
ON icon
564
ON Semiconductor
ON
$20.3B
$1K ﹤0.01%
18
-7
PEN icon
565
Penumbra
PEN
$11.4B
$1K ﹤0.01%
+3
PHG icon
566
Philips
PHG
$26.9B
$1K ﹤0.01%
79
-94
PLCE icon
567
Children's Place
PLCE
$166M
$1K ﹤0.01%
19
PSTG icon
568
Pure Storage
PSTG
$29.1B
$1K ﹤0.01%
23
RTO icon
569
Rentokil
RTO
$14B
$1K ﹤0.01%
30
SNOW icon
570
Snowflake
SNOW
$85.4B
$1K ﹤0.01%
8
SU icon
571
Suncor Energy
SU
$53.8B
$1K ﹤0.01%
33
TEL icon
572
TE Connectivity
TEL
$66.4B
$1K ﹤0.01%
6
-5
TER icon
573
Teradyne
TER
$28.1B
$1K ﹤0.01%
13
THG icon
574
Hanover Insurance
THG
$6.62B
$1K ﹤0.01%
11
TRI icon
575
Thomson Reuters
TRI
$59.3B
$1K ﹤0.01%
10