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
51
$12M 0.7%
243,306
-8,590
52
$11.6M 0.68%
78,176
-2,806
53
$11.1M 0.65%
152,487
+44,416
54
$10.6M 0.62%
188,262
-52,504
55
$10.5M 0.62%
370,452
-75,605
56
$10.1M 0.59%
112,851
-10,500
57
$10M 0.59%
164,225
-11,130
58
$9.95M 0.58%
293,625
-20,814
59
$9.8M 0.58%
83,370
-33,415
60
$9.79M 0.58%
47,756
-2,883
61
$9.74M 0.57%
241,859
+41,207
62
$9.56M 0.56%
184,337
-59,450
63
$9.33M 0.55%
60,724
-1,884
64
$9.27M 0.54%
251,522
-9,776
65
$9.11M 0.54%
117,113
-2,116
66
$9.07M 0.53%
140,614
-3,772
67
$8.89M 0.52%
184,989
+127,497
68
$8.73M 0.51%
168,070
-12,214
69
$8.46M 0.5%
+135,419
70
$8.44M 0.5%
65,592
-1,772
71
$8.37M 0.49%
60,360
-8,728
72
$8.37M 0.49%
156,846
-36,960
73
$8.35M 0.49%
220,577
-7,598
74
$8.3M 0.49%
171,770
-26,000
75
$8.29M 0.49%
68,722
-1,232
1 2
3
4 5