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
251
$542K 0.03%
13,568
-134
252
$538K 0.03%
11,496
253
$534K 0.03%
+5,812
254
$527K 0.03%
11,044
-2,173
255
$523K 0.03%
11,187
-600
256
$501K 0.03%
12,032
257
$500K 0.03%
163,918
-1,619
258
$496K 0.03%
12,205
+498
259
$482K 0.03%
2,032
-1,262
260
$461K 0.03%
6,317
261
$447K 0.03%
2,721
-1,834
262
$443K 0.03%
2,069
+10
263
$441K 0.03%
7,100
-650
264
$441K 0.03%
17,216
265
$437K 0.03%
153
-255
266
$426K 0.03%
9,293
-1,133
267
$413K 0.02%
4,267
-1,027
268
$411K 0.02%
11,855
-859
269
$410K 0.02%
22,438
270
$402K 0.02%
16,237
271
$401K 0.02%
2,491
-940
272
$400K 0.02%
2,870
-2,793
273
$397K 0.02%
13,778
274
$387K 0.02%
11,297
+335
275
$386K 0.02%
+19,357
9 10
11
12 13