TAM

Todd Asset Management Portfolio holdings

AUM $5.13B
1-Year Est. Return 34.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
-$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$28.6M
3
+$24.1M
4
CCL icon
Carnival Corp
CCL
+$19.8M
5
AIG icon
American International
AIG
+$18.7M

Top Sells

1
+$37.3M
2
+$33.6M
3
+$31.9M
4
BLK icon
Blackrock
BLK
+$21.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.8M

Sector Composition

1 Financials 18.55%
2 Healthcare 17.01%
3 Technology 15.73%
4 Consumer Discretionary 14.32%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
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