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
151
$1.25M 0.08%
11,572
-260
152
$1.23M 0.07%
16,634
-15
153
$1.22M 0.07%
4,349
+280
154
$1.21M 0.07%
12,381
+108
155
$1.17M 0.07%
18,846
-15
156
$1.17M 0.07%
12,762
-191
157
$1.16M 0.07%
42,580
-13,046
158
$1.15M 0.07%
5,948
-5
159
$1.13M 0.07%
31,006
160
$1.13M 0.07%
28,778
+22,256
161
$1.09M 0.07%
12,234
-67,202
162
$1.08M 0.07%
81,200
+2,960
163
$1.08M 0.07%
15,075
-289
164
$1.06M 0.06%
6,960
165
$1.05M 0.06%
3,803
-221
166
$1.04M 0.06%
30,908
-94
167
$984K 0.06%
84,247
+99
168
$981K 0.06%
16,448
-13,491
169
$970K 0.06%
6,398
-128
170
$962K 0.06%
3,388
-15
171
$924K 0.06%
17,052
172
$919K 0.06%
4,602
+2,432
173
$914K 0.06%
14,148
+22
174
$877K 0.05%
11,430
-2
175
$877K 0.05%
5,109
+3
5 6
7
8 9