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
$1.41B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$5.23M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.79M
5
WTW icon
Willis Towers Watson
WTW
+$4.74M

Top Sells

1
+$6.06M
2
+$5.37M
3
+$4.58M
4
SBUX icon
Starbucks
SBUX
+$4.15M
5
KHC icon
Kraft Heinz
KHC
+$3.71M

Sector Composition

1 Financials 17.61%
2 Technology 17.35%
3 Healthcare 13.53%
4 Industrials 12.67%
5 Consumer Staples 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$781K 0.06%
11,706
-1,007
177
$772K 0.05%
10,847
-64,381
178
$772K 0.05%
29,532
+428
179
$769K 0.05%
14,541
-871
180
$764K 0.05%
6,818
+149
181
$737K 0.05%
14,251
+684
182
$732K 0.05%
44,542
-1,298
183
$725K 0.05%
3,995
-620
184
$704K 0.05%
13,336
+615
185
$692K 0.05%
11,410
-480
186
$664K 0.05%
7,385
+149
187
$662K 0.05%
6,951
+102
188
$648K 0.05%
14,592
-5,294
189
$629K 0.04%
3,843
-840
190
$600K 0.04%
8,587
+5
191
$587K 0.04%
9,440
-1,955
192
$585K 0.04%
3,458
+872
193
$556K 0.04%
13,394
+906
194
$519K 0.04%
6,177
+2,499
195
$511K 0.04%
2,822
-26
196
$492K 0.04%
13,778
197
$490K 0.03%
20,047
-2,500
198
$488K 0.03%
6,590
199
$481K 0.03%
2,207
+213
200
$481K 0.03%
16,774
+768
6 7
8
9 10