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
151
$1.62M 0.1%
21,288
+4,098
152
$1.59M 0.09%
23,132
-229
153
$1.58M 0.09%
48,942
-17,498
154
$1.58M 0.09%
18,448
-5,447
155
$1.57M 0.09%
20,120
+991
156
$1.57M 0.09%
38,482
-1,704
157
$1.55M 0.09%
59,756
-3,065
158
$1.54M 0.09%
28,977
-1,240
159
$1.52M 0.09%
26,304
-1,663
160
$1.5M 0.09%
31,030
-5,076
161
$1.47M 0.09%
23,933
162
$1.47M 0.09%
19,886
+3,386
163
$1.47M 0.09%
28,404
+341
164
$1.47M 0.09%
1,372
-215
165
$1.47M 0.09%
19,781
+3,402
166
$1.46M 0.09%
33,508
-4,685
167
$1.45M 0.09%
10,995
-80
168
$1.42M 0.08%
13,250
+950
169
$1.4M 0.08%
37,390
-370
170
$1.35M 0.08%
41,842
-414
171
$1.34M 0.08%
51,350
-6,484
172
$1.31M 0.08%
55,714
-551
173
$1.3M 0.08%
39,353
-7,548
174
$1.29M 0.08%
63,532
-629
175
$1.28M 0.08%
28,164
5 6
7
8 9