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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
$2.43B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$31.5M
3
+$30M
4
ED icon
Consolidated Edison
ED
+$24.2M
5
NWL icon
Newell Brands
NWL
+$23.3M

Top Sells

1
+$28.9M
2
+$28.6M
3
+$27.4M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$25.9M
5
MNST icon
Monster Beverage
MNST
+$21.6M

Sector Composition

1 Consumer Staples 18.71%
2 Consumer Discretionary 18.48%
3 Healthcare 13.36%
4 Utilities 12.83%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
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