TU

TDAM USA Portfolio holdings

AUM $1.61B
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$7.17M
3
+$6.13M
4
MRVL icon
Marvell Technology
MRVL
+$5.27M
5
USB icon
US Bancorp
USB
+$3.7M

Top Sells

1
+$16.5M
2
+$15.7M
3
+$15.2M
4
MSFT icon
Microsoft
MSFT
+$13.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.9M

Sector Composition

1 Financials 18.01%
2 Technology 15.55%
3 Industrials 13.86%
4 Healthcare 13.18%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$760K 0.04%
43,496
-428
227
$754K 0.04%
6,292
-1,836
228
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22,930
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229
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16,234
-1,376
230
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9,458
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231
$714K 0.04%
11,375
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232
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233
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36,579
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8,521
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235
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236
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237
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238
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26,994
-14,373
239
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26,300
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8,650
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243
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19,071
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244
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245
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246
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12,979
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247
$582K 0.03%
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248
$559K 0.03%
5,210
249
$554K 0.03%
21,860
-217
250
$552K 0.03%
12,976
-1,507
8 9
10
11 12