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T
TOBAM Portfolio holdings
AUM
$384M
1-Year Est. Return
10.32%
This Fund
S&P 500
This Quarter
Est. Return
+3.72%
1 Year Est. Return
+10.32%
3 Year Est. Return
+36.67%
5 Year Est. Return
+41.37%
10 Year Est. Return
+233.72%
AUM
$2.68B
AUM Growth
+$87.3M
(+3.4%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
27.97%
Holding
150
New
26
Increased
56
Reduced
55
Closed
13
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
+$25.4M |
| 2 |
MOMO
Hello Group
MOMO
|
+$22.3M |
| 3 |
TSRO
TESARO, Inc.
TSRO
|
+$20.9M |
| 4 |
Extra Space Storage
EXR
|
+$19.9M |
| 5 |
Hershey
HSY
|
+$19.2M |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
+$41.5M |
| 2 |
Electronic Arts
EA
|
+$26.2M |
| 3 |
SWN
Southwestern Energy Company
SWN
|
+$23.9M |
| 4 |
Netflix
NFLX
|
+$22.2M |
| 5 |
NVIDIA
NVDA
|
+$18.8M |
Sector Composition
| 1 | Consumer Staples | 21.1% |
| 2 | Healthcare | 17.17% |
| 3 | Consumer Discretionary | 15.73% |
| 4 | Utilities | 11.05% |
| 5 | Industrials | 6.71% |
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