T

TOBAM Portfolio holdings

AUM $407M
1-Year Est. Return 13.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$8.76M
2 +$7.21M
3 +$6.75M
4
MSFT icon
Microsoft
MSFT
+$6.07M
5
META icon
Meta Platforms (Facebook)
META
+$5.96M

Top Sells

1 +$6.59M
2 +$2.17M
3 +$1.52M
4
HUT
Hut 8
HUT
+$1.4M
5
EQT icon
EQT Corp
EQT
+$1.23M

Sector Composition

1 Technology 21.39%
2 Healthcare 19.46%
3 Consumer Staples 15.71%
4 Communication Services 12.45%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.B icon
276
Berkshire Hathaway Class B
BRK.B
$1.02T
-7
BBY icon
277
Best Buy
BBY
$13.6B
-454
AEM icon
278
Agnico Eagle Mines
AEM
$107B
-49