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
101
$4.73M 0.29%
206,905
-20,561
102
$4.37M 0.27%
20,420
-182
103
$4.33M 0.26%
9,110
-63
104
$4.27M 0.26%
50,451
+898
105
$4.15M 0.25%
83,422
+478
106
$4.02M 0.24%
10,740
-292
107
$4.02M 0.24%
25,960
+1,320
108
$3.97M 0.24%
101,659
-12,402
109
$3.87M 0.24%
16,313
+46
110
$3.61M 0.22%
14,824
-30
111
$3.6M 0.22%
45,627
-1,968
112
$3.4M 0.21%
69,502
113
$3.31M 0.2%
24,872
-657
114
$3.23M 0.2%
9,627
-14,653
115
$3.18M 0.19%
33,272
-340
116
$2.86M 0.17%
12,064
-33,307
117
$2.82M 0.17%
19,907
+116
118
$2.79M 0.17%
11,361
+171
119
$2.71M 0.16%
17,150
-1,625
120
$2.71M 0.16%
16,338
-594
121
$2.51M 0.15%
7,122
-552
122
$2.38M 0.14%
38,884
+5,800
123
$2.36M 0.14%
10,141
-111
124
$2.35M 0.14%
21,026
-12
125
$2.35M 0.14%
15,102
-319
3 4
5
6 7