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
$1.65B
AUM Growth
+$50.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.71M
3
+$4.97M
4
CVX icon
Chevron
CVX
+$1.36M
5
USB icon
US Bancorp
USB
+$1.35M

Top Sells

1
+$7.89M
2
+$5.99M
3
+$4.92M
4
CFG icon
Citizens Financial Group
CFG
+$4.54M
5
MSFT icon
Microsoft
MSFT
+$3.52M

Sector Composition

1 Technology 23.11%
2 Financials 17.56%
3 Healthcare 13.47%
4 Industrials 8.81%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 0.9%
164,025
+690
27
$14.7M 0.89%
252,372
-9,715
28
$14.6M 0.89%
228,342
-10,532
29
$14.2M 0.86%
269,884
-60,610
30
$13.9M 0.85%
42,177
-2,597
31
$13.4M 0.82%
113,666
-3,541
32
$13.3M 0.81%
127,280
+13,001
33
$13.2M 0.8%
243,794
+575
34
$13.2M 0.8%
254,589
+206
35
$12.6M 0.76%
190,109
-11,853
36
$12.6M 0.76%
90,819
-6,992
37
$12.4M 0.76%
204,595
+81,778
38
$12M 0.73%
70,843
-1,444
39
$11.8M 0.72%
31,990
-199
40
$11.2M 0.68%
93,418
-2,704
41
$11.2M 0.68%
143,960
-2,717
42
$11.2M 0.68%
201,771
+24,378
43
$11.2M 0.68%
174,578
+19,832
44
$11.1M 0.67%
118,377
-2,433
45
$11M 0.67%
40,934
-1,465
46
$10.6M 0.65%
120,299
-35,737
47
$9.86M 0.6%
49,759
-87
48
$9.65M 0.59%
75,927
-17,738
49
$9.62M 0.58%
188,044
+3,538
50
$9.61M 0.58%
83,935
-7,034
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