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
$3.51B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$17.4M
3
+$16.8M
4
CFG icon
Citizens Financial Group
CFG
+$16.3M
5
LRCX icon
Lam Research
LRCX
+$16M

Top Sells

1
+$43.6M
2
+$29.8M
3
+$24.2M
4
SHW icon
Sherwin-Williams
SHW
+$16.7M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$16M

Sector Composition

1 Financials 22.68%
2 Technology 15.24%
3 Consumer Discretionary 15.12%
4 Healthcare 11.27%
5 Industrials 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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