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
276
$384K 0.02%
130,030
277
$376K 0.02%
+12,420
278
$360K 0.02%
19,070
-1,939
279
$359K 0.02%
3,422
+115
280
$350K 0.02%
7,214
281
$342K 0.02%
8,602
282
$334K 0.02%
4,337
-1,104
283
$332K 0.02%
18,995
284
$326K 0.02%
4,318
285
$306K 0.02%
978
-353
286
$301K 0.02%
4,595
-4,533
287
$299K 0.02%
6,256
288
$297K 0.02%
1,031
289
$296K 0.02%
9,300
290
$295K 0.02%
1,292
291
$294K 0.02%
18,395
+230
292
$293K 0.02%
8,928
+900
293
$293K 0.02%
8,680
+1,000
294
$292K 0.02%
16,170
-2,775
295
$289K 0.02%
8,461
296
$283K 0.02%
1,417
297
$278K 0.02%
4,964
-820
298
$269K 0.02%
+2,737
299
$269K 0.02%
2,962
-200
300
$264K 0.02%
+4,507
10 11
12
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