TAM

Todd Asset Management Portfolio holdings

AUM $4.94B
1-Year Est. Return 27.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$25.9M
3
+$23.7M
4
PFE icon
Pfizer
PFE
+$20.3M
5
CFG icon
Citizens Financial Group
CFG
+$17M

Top Sells

1
+$34.3M
2
+$34M
3
+$33.4M
4
PARA
Paramount Global Class B
PARA
+$29.4M
5
SYNA icon
Synaptics
SYNA
+$17.5M

Sector Composition

1 Financials 19.14%
2 Technology 17.64%
3 Consumer Discretionary 15.23%
4 Industrials 13.68%
5 Healthcare 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
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