TAM

Todd Asset Management Portfolio holdings

AUM $4.64B
1-Year Est. Return 26.67%
This Quarter Est. Return
1 Year Est. Return
+26.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$23.5M
3 +$22.5M
4
OSK icon
Oshkosh
OSK
+$22.3M
5
TEL icon
TE Connectivity
TEL
+$17.1M

Top Sells

1 +$52.5M
2 +$47.7M
3 +$43.8M
4
SWK icon
Stanley Black & Decker
SWK
+$31.4M
5
AZN icon
AstraZeneca
AZN
+$18M

Sector Composition

1 Financials 17.81%
2 Technology 16.06%
3 Healthcare 14.99%
4 Industrials 13.95%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-301,592
227
-3,578
228
-336,190
229
-713,261