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
$1.41B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$5.23M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.79M
5
WTW icon
Willis Towers Watson
WTW
+$4.74M

Top Sells

1
+$6.06M
2
+$5.37M
3
+$4.58M
4
SBUX icon
Starbucks
SBUX
+$4.15M
5
KHC icon
Kraft Heinz
KHC
+$3.71M

Sector Composition

1 Financials 17.61%
2 Technology 17.35%
3 Healthcare 13.53%
4 Industrials 12.67%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.41M 0.67%
117,696
-5,170
52
$9.4M 0.67%
472,700
+23,829
53
$9.19M 0.65%
99,666
-1,080
54
$8.87M 0.63%
58,012
-6,826
55
$8.67M 0.62%
70,725
-4,922
56
$8.64M 0.61%
72,460
-14,278
57
$8.6M 0.61%
158,253
-3,128
58
$8.48M 0.6%
159,659
-9,407
59
$8.48M 0.6%
157,882
-14,896
60
$8.37M 0.6%
150,755
-15,912
61
$8.23M 0.59%
61,519
-2,896
62
$8.1M 0.58%
50,706
-1,738
63
$8.07M 0.57%
210,313
+14,168
64
$8.04M 0.57%
51,225
+8,612
65
$8M 0.57%
42,791
+1,419
66
$7.94M 0.56%
130,316
-2,139
67
$7.78M 0.55%
38,682
+1,797
68
$7.7M 0.55%
62,500
-3,231
69
$6.8M 0.48%
337,814
+87,635
70
$6.64M 0.47%
47,389
-271
71
$6.61M 0.47%
153,591
+21,609
72
$6.34M 0.45%
150,255
-8,065
73
$6.25M 0.44%
46,321
-702
74
$6.2M 0.44%
116,589
-7,681
75
$6.12M 0.44%
55,159
-431
1 2
3
4 5