TAM

Todd Asset Management Portfolio holdings

AUM $4.94B
1-Year Est. Return 27.4%
This Quarter Est. Return
1 Year Est. Return
+27.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.25B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$31.2M
2 +$28M
3 +$27.7M
4
GEN icon
Gen Digital
GEN
+$25.4M
5
OKE icon
Oneok
OKE
+$25.2M

Top Sells

1 +$34M
2 +$31.2M
3 +$26.9M
4
URI icon
United Rentals
URI
+$26.7M
5
KEY icon
KeyCorp
KEY
+$24.2M

Sector Composition

1 Financials 26.45%
2 Technology 16.82%
3 Consumer Discretionary 13.83%
4 Healthcare 10.02%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,218
177
-61,762