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
126
$2.14M 0.13%
24,972
-247
127
$2.14M 0.13%
41,300
-1,466
128
$2.08M 0.12%
17,914
-58
129
$2.06M 0.12%
24,610
-6,507
130
$2.04M 0.12%
135,869
-1,344
131
$2.03M 0.12%
16,163
-675
132
$2.03M 0.12%
15,066
-212
133
$2.02M 0.12%
41,823
-414
134
$1.99M 0.12%
8,480
-412
135
$1.98M 0.12%
25,464
-1,801
136
$1.96M 0.12%
28,977
-286
137
$1.93M 0.11%
36,377
-360
138
$1.91M 0.11%
27,213
+61
139
$1.89M 0.11%
13,235
140
$1.89M 0.11%
15,314
-151
141
$1.85M 0.11%
15,489
142
$1.83M 0.11%
21,993
-1,344
143
$1.8M 0.11%
33,359
-95
144
$1.8M 0.11%
10,531
-305
145
$1.79M 0.11%
98,914
-980
146
$1.77M 0.1%
31,652
-313
147
$1.77M 0.1%
51,331
-508
148
$1.69M 0.1%
19,649
-33,759
149
$1.67M 0.1%
14,837
+4,162
150
$1.64M 0.1%
12,815
+8,553
4 5
6
7 8