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TOBAM Portfolio holdings

AUM $256M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.68M
3
+$9.64M
4
JNJ icon
Johnson & Johnson
JNJ
+$8.77M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.09M

Top Sells

1
+$15.9M
2
+$15.7M
3
+$11.4M
4
DPZ icon
Domino's
DPZ
+$9.79M
5
LYFT icon
Lyft
LYFT
+$9.44M

Sector Composition

1 Healthcare 30.56%
2 Consumer Staples 25.79%
3 Communication Services 7.82%
4 Materials 7.12%
5 Technology 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$42K ﹤0.01%
419
-297
377
$42K ﹤0.01%
193
-10,767
378
$41K ﹤0.01%
98
379
$41K ﹤0.01%
912
-1,222
380
$40K ﹤0.01%
993
-2,558
381
$40K ﹤0.01%
997
382
$39K ﹤0.01%
1,176
-2,504
383
$39K ﹤0.01%
1,522
-1,147
384
$38K ﹤0.01%
758
385
$38K ﹤0.01%
546
-2,204
386
$37K ﹤0.01%
+493
387
$36K ﹤0.01%
275
388
$36K ﹤0.01%
+1,145
389
$35K ﹤0.01%
2,890
-13,460
390
$33K ﹤0.01%
+506
391
$33K ﹤0.01%
262
392
$33K ﹤0.01%
545
393
$33K ﹤0.01%
237
394
$33K ﹤0.01%
+191
395
$33K ﹤0.01%
720
396
$32K ﹤0.01%
720
-630
397
$32K ﹤0.01%
+566
398
$32K ﹤0.01%
+114
399
$31K ﹤0.01%
+379
400
$30K ﹤0.01%
208
-205
14 15
16
17 18