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
201
$1M 0.06%
37,232
-368
202
$983K 0.06%
168,235
-1,666
203
$950K 0.06%
18,518
204
$943K 0.06%
12,961
-767
205
$939K 0.06%
12,208
-86,870
206
$929K 0.05%
4,521
-716
207
$923K 0.05%
16,205
-161
208
$899K 0.05%
6,807
-60,932
209
$899K 0.05%
+15,653
210
$887K 0.05%
7,991
-731
211
$875K 0.05%
48,250
212
$862K 0.05%
7,675
-20
213
$845K 0.05%
18,920
-556
214
$839K 0.05%
27,016
-1,251
215
$831K 0.05%
14,085
-119
216
$819K 0.05%
7,534
-80
217
$812K 0.05%
40,116
-397
218
$811K 0.05%
25,337
219
$803K 0.05%
8,760
+123
220
$798K 0.05%
19,084
-1,710
221
$787K 0.05%
14,026
+466
222
$783K 0.05%
16,904
223
$779K 0.05%
20,783
-17,103
224
$768K 0.05%
11,632
-1,360
225
$762K 0.04%
2,378
-90
7 8
9
10 11