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

Top Buys

1 +$31.2M
2 +$23.9M
3 +$17.4M
4
NTAP icon
NetApp
NTAP
+$17.2M
5
UBS icon
UBS Group
UBS
+$16.7M

Top Sells

1 +$54.6M
2 +$41.2M
3 +$24.6M
4
CFG icon
Citizens Financial Group
CFG
+$21.2M
5
UNH icon
UnitedHealth
UNH
+$20.8M

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