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
$1.38B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$10.1M
3
+$7.08M
4
MRK icon
Merck
MRK
+$6.86M
5
TSM icon
TSMC
TSM
+$6.38M

Top Sells

1
+$10.2M
2
+$7.69M
3
+$7.53M
4
BA icon
Boeing
BA
+$7.37M
5
PFE icon
Pfizer
PFE
+$5.94M

Sector Composition

1 Technology 23.24%
2 Financials 15.01%
3 Healthcare 14.54%
4 Consumer Staples 8.4%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$226K 0.02%
+1,868
227
$213K 0.02%
599
-341
228
$211K 0.02%
+5,158
229
$195K 0.01%
10,097
-126,601
230
$191K 0.01%
11,131
-357
231
– –
-1,062
232
– –
-3,729
233
– –
-171,544
234
– –
-10,340
235
– –
-15,643
6 7 8 9
10