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
$3.62B
AUM Growth
-$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$30.3M
2 +$23.5M
3 +$17.7M
4
NTAP icon
NetApp
NTAP
+$17.4M
5
LRCX icon
Lam Research
LRCX
+$16.8M

Top Sells

1 +$54.7M
2 +$41.2M
3 +$24.6M
4
CFG icon
Citizens Financial Group
CFG
+$19.8M
5
FFIV icon
F5
FFIV
+$19.5M

Sector Composition

1 Financials 20.67%
2 Consumer Discretionary 15.19%
3 Technology 13.46%
4 Healthcare 10.63%
5 Industrials 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-241,500