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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
$1.14B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$4.33M
3
+$3.77M
4
MKTX icon
MarketAxess Holdings
MKTX
+$3.71M
5
PGR icon
Progressive
PGR
+$3.71M

Top Sells

1
+$10.5M
2
+$9.78M
3
+$8.97M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$8.1M
5
CHRW icon
C.H. Robinson
CHRW
+$7.61M

Sector Composition

1 Healthcare 36.2%
2 Consumer Staples 24.24%
3 Technology 9.05%
4 Communication Services 8.78%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
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