T

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
$2B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$28M
3 +$24.5M
4
GOTU icon
Gaotu Techedu
GOTU
+$23.7M
5
GIS icon
General Mills
GIS
+$22.3M

Top Sells

1 +$42.1M
2 +$24.6M
3 +$17.8M
4
AZO icon
AutoZone
AZO
+$16.2M
5
CBOE icon
Cboe Global Markets
CBOE
+$13.4M

Sector Composition

1 Consumer Staples 27.65%
2 Healthcare 18.73%
3 Materials 10.98%
4 Consumer Discretionary 10.83%
5 Technology 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$27K ﹤0.01%
+184
402
$26K ﹤0.01%
+208
403
$26K ﹤0.01%
+2,377
404
$26K ﹤0.01%
+2,236
405
$24K ﹤0.01%
+2,640
406
$24K ﹤0.01%
+1,118
407
$24K ﹤0.01%
+882
408
$24K ﹤0.01%
+749
409
$24K ﹤0.01%
+227
410
$23K ﹤0.01%
+602
411
$23K ﹤0.01%
+803
412
$22K ﹤0.01%
+204
413
$22K ﹤0.01%
+571
414
$21K ﹤0.01%
+618
415
$21K ﹤0.01%
+109
416
$21K ﹤0.01%
+85
417
$19K ﹤0.01%
+418
418
$19K ﹤0.01%
+217
419
$19K ﹤0.01%
+726
420
$18K ﹤0.01%
+230
421
$17K ﹤0.01%
+313
422
$16K ﹤0.01%
+74
423
$14K ﹤0.01%
+189
424
$12K ﹤0.01%
+162
425
-934