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
101
$3.53M 0.21%
96,320
-1,892
102
$3.52M 0.21%
36,867
-1,743
103
$3.35M 0.2%
86,122
-115,799
104
$3.33M 0.2%
22,814
-3,735
105
$3.12M 0.18%
51,513
-31,706
106
$3.11M 0.18%
24,161
-6,194
107
$2.99M 0.18%
36,791
-1,177
108
$2.95M 0.17%
25,847
-836
109
$2.86M 0.17%
31,601
-92,190
110
$2.82M 0.17%
30,156
-105,906
111
$2.64M 0.16%
54,180
-6,080
112
$2.59M 0.15%
31,923
-720
113
$2.56M 0.15%
11,500
+999
114
$2.49M 0.15%
44,214
-438
115
$2.44M 0.14%
42,430
-421
116
$2.43M 0.14%
63,690
-10,668
117
$2.41M 0.14%
19,290
+6,190
118
$2.4M 0.14%
30,894
-305
119
$2.38M 0.14%
12,755
-47,430
120
$2.31M 0.14%
65,081
+6,119
121
$2.31M 0.14%
64,880
-641
122
$2.28M 0.13%
16,085
-52,882
123
$2.26M 0.13%
30,744
-716
124
$2.26M 0.13%
19,856
-51,181
125
$2.23M 0.13%
35,137
-2,043
3 4
5
6 7