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
$2.19B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$102M
2 +$68.5M
3 +$67M
4
MSFT icon
Microsoft
MSFT
+$62.3M
5
HD icon
Home Depot
HD
+$56.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.94%
2 Technology 13.63%
3 Financials 13.43%
4 Consumer Staples 12.7%
5 Energy 12.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$26.6M 1.22%
+1,408,336
27
$26.2M 1.2%
+439,584
28
$25.9M 1.18%
+1,066,079
29
$24.4M 1.12%
+1,011,393
30
$24.2M 1.11%
+344,818
31
$23.2M 1.06%
+404,641
32
$22.5M 1.03%
+615,106
33
$20.3M 0.93%
+373,092
34
$20.1M 0.92%
+594,154
35
$20M 0.91%
+454,543
36
$19.8M 0.91%
+801,206
37
$19.2M 0.88%
+461,680
38
$18.8M 0.86%
+311,318
39
$18.8M 0.86%
+392,956
40
$18.7M 0.85%
+294,512
41
$18.6M 0.85%
+744,747
42
$18.4M 0.84%
+185,255
43
$17.1M 0.78%
+144,517
44
$16.9M 0.77%
+196,574
45
$16.7M 0.76%
+476,502
46
$16.3M 0.75%
+534,038
47
$16.2M 0.74%
+352,084
48
$16.1M 0.74%
+208,668
49
$15.7M 0.72%
+313,030
50
$15.6M 0.71%
+184,367