TU
TDAM USA Portfolio holdings
AUM
$1.61B
1-Year Est. Return
28.05%
1 Year Est. Return
+28.05%
AUM
$1.61B
AUM Growth
+$91.8M
(+6%)
Holding
241
Top Buys
| 1 | +$14.6M | |
| 2 | +$8.71M | |
| 3 | +$8.56M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$7.82M |
| 5 |
PNC Financial Services
PNC
|
+$7.64M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$12M | |
| 3 | +$11.7M | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$9.78M |
| 5 |
Bank of America
BAC
|
+$9.71M |
Sector Composition
| 1 | Technology | 24.07% |
| 2 | Financials | 17.72% |
| 3 | Healthcare | 16.75% |
| 4 | Communication Services | 8.05% |
| 5 | Consumer Staples | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Amgen
AMGN
$175B
| $1.83M | 0.11% |
8,125
-425
|
|
||
127
Martin Marietta Materials
MLM
$37.8B
| $1.8M | 0.11% |
4,098
-1,067
|
|
||
128
Dow Inc
DOW
$16.4B
| $1.8M | 0.11% |
31,787
-197
|
|
||
129
Cigna
CI
$73.2B
| $1.78M | 0.11% |
7,764
+2,476
|
|
||
130
Altria Group
MO
$98B
| $1.76M | 0.11% |
37,251
+2,413
|
|
||
131
Zimmer Biomet
ZBH
$17.9B
| $1.76M | 0.11% |
14,266
|
|
||
132
Novo Nordisk
NVO
$212B
| $1.7M | 0.11% |
30,418
-490
|
|
||
133
General Mills
GIS
$26B
| $1.66M | 0.1% |
24,694
-150
|
|
||
134
Chubb
CB
$122B
| $1.66M | 0.1% |
8,571
-163
|
|
||
135
Lowe's Companies
LOW
$139B
| $1.62M | 0.1% |
6,274
-1,086
|
|
||
136
State Street
STT
$35.6B
| $1.58M | 0.1% |
16,953
-635
|
|
||
137
Church & Dwight Co
CHD
$20.4B
| $1.52M | 0.09% |
14,853
|
|
||
138
Air Products & Chemicals
APD
$54.3B
| $1.52M | 0.09% |
4,983
+239
|
|
||
139
Arista Networks
ANET
$157B
| $1.5M | 0.09% |
41,884
-211,204
|
|
||
140
Caterpillar
CAT
$265B
| $1.43M | 0.09% |
6,938
-602
|
|
||
141
ConocoPhillips
COP
$114B
| $1.36M | 0.08% |
18,821
-96
|
|
||
142
Sysco
SYY
$35.9B
| $1.35M | 0.08% |
17,232
-1,178
|
|
||
143
Phillips 66
PSX
$52B
| $1.31M | 0.08% |
18,032
-318
|
|
||
144
Clorox
CLX
$12.1B
| $1.29M | 0.08% |
7,373
+1,445
|
|
||
145
Charles River Laboratories
CRL
$9.54B
| $1.27M | 0.08% |
3,372
-101
|
|
||
146
DuPont de Nemours
DD
$17B
| $1.23M | 0.08% |
15,240
-125
|
|
||
147
Southern Company
SO
$96B
| $1.23M | 0.08% |
17,910
-25
|
|
||
148
Agilent Technologies
A
$38.8B
| $1.23M | 0.08% |
7,686
-178
|
|
||
149
Ameriprise Financial
AMP
$45.3B
| $1.19M | 0.07% |
3,945
+285
|
|
||
150
Universal Display
OLED
$5.48B
| $1.18M | 0.07% |
7,176
-1,119
|
|