TODD ASSET MANAGEMENT LLC Q1 2017 Filing

Filed May 9, 2017

Portfolio Value

$3.5T

Holdings

209

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
JCIJOHNSON CONTROLS INTERNATIONAL
368,004$15.5B0.45%
102
XL GROUP PLC
385,370$15.4B0.44%
103
OHIOMEGA HEALTHCARE INVS
465,289$15.3B0.44%
104
BACVERIZON COMMUNICATIONS
312,741$15.2B0.44%
105
MGAMAGNA INTERNATIONAL INC
352,950$15.2B0.44%
106
TJXTJX COMPANIES
191,748$15.2B0.44%
107
SANBANCO SANTANDER SA ADS
2,467,646$15.1B0.44%
108
DISCKUSDDISCOVERY COMMUNICATIONS INC.
528,518$15.0B0.43%
109
AIZASSURANT INC
155,585$14.9B0.43%
110
HPEHEWLETT PACKARD ENTERPRISE CO
625,769$14.8B0.43%
111
SIEBSIEMENS A G ADR
215,809$14.8B0.43%
112
INTUINTUIT
126,383$14.7B0.42%
113
YUMYUM! BRANDS INC
228,482$14.6B0.42%
114
LAZLAZARD LTD
315,285$14.5B0.42%
115
DBSDYDBS GROUP HOLDINGS LTD
259,016$14.4B0.41%
116
TWXCHFTIME WARNER INC
146,634$14.3B0.41%
117
RHIROBERT HALF INTL
291,702$14.2B0.41%
118
PHMPULTEGROUP INC.
597,008$14.1B0.40%
119
CXCEMEX
1,541,131$14.0B0.40%
120
CHKPCHECK POINT SOFTWARE TECH
133,691$13.7B0.39%
121
QCOMQUALCOMM INC
238,136$13.7B0.39%
122
CERNCHFCERNER CORP
225,982$13.3B0.38%
123
NSANYNISSAN MOTORS
683,334$13.2B0.38%
124
TSCOTRACTOR SUPPLY
188,501$13.0B0.37%
125
NAVINAVIENT CORPORATION
858,906$12.7B0.36%
126
AXAHYAXA- SPONS ADR
490,163$12.6B0.36%
127
TTELUS CORP NV
386,112$12.5B0.36%
128
MUFGMITSUBISHI UFJ FINL GROUP ADR
1,933,236$12.3B0.35%
129
WNSNWNS HOLDINGS LTD
401,900$11.5B0.33%
130
GWWW.W. GRAINGER INC.
48,981$11.4B0.33%
131
STNSTANTEC, INC
440,001$11.4B0.33%
132
CTRPUSDCTRIP.COM INTL LTD ADS
231,662$11.4B0.33%
133
HOLIHOLLYSYS AUTOMATION, LTD
651,030$11.0B0.32%
134
VIPSVIPSHOP HOLDINGS LTD ADS
812,729$10.8B0.31%
135
ALPMYASTELLAS PHARMA INC
814,454$10.7B0.31%
136
TAT&T INC COM
228,369$9.5B0.27%
137
TTMCHFTATA MOTORS LTD ADR
253,512$9.0B0.26%
138
HALHALLIBURTON CO
176,569$8.7B0.25%
139
SBERSBERBANK OF RUSSIA
737,148$8.5B0.24%
140
ASHTYASHTEAD GROUP PLC UNSP
100,403$8.4B0.24%
141
AZNASTRAZENECA PLC-SPONS ADR
251,709$7.8B0.23%
142
CHINA OVERSEAS LAND & INVESTME
83,265$7.1B0.21%
143
CRTOCRITEO SA ADS
126,311$6.3B0.18%
144
BABAALIBABA GROUP HOLDING
53,581$5.8B0.17%
145
EONGYE ON SE SPONS ADR
717,299$5.7B0.16%
146
NOAHNOAH HOLDINGS LTD ADS
212,853$5.4B0.16%
147
BIDUNBAIDU INC
31,108$5.4B0.15%
148
UNUSDUNILEVER NV
99,233$4.9B0.14%
149
BDORYBANCO DO BRASIL SA SPNS
324,300$3.5B0.10%
150
ADDYYADIDAS AG SPON ADR
36,500$3.5B0.10%
151
SZKMYSUZUKI MOTOR CROP UNSP
20,190$3.4B0.10%
152
BRDCYBRIDGESTONE CORPORATION
158,560$3.2B0.09%
153
RHHBYROCHE HLDG LTD
96,840$3.1B0.09%
154
ITUBITAU UNIBANCO HOLDINGS SA
255,800$3.1B0.09%
155
BBDBANCO BRADESCO-ADR
298,000$3.1B0.09%
156
4I1PHILIP MORRIS INTL INC COM
26,937$3.0B0.09%
157
WOLSELEY PLC SPN ADR
472,800$3.0B0.09%
158
SGIOYSHIONOGI & CO LTD UNSP
29,000$3.0B0.09%
159
ACNACCENTURE LTD BERMUDA
24,500$2.9B0.08%
160
FSUGYFORTESCUE METAL GROUP
306,900$2.9B0.08%
161
BAPCREDICORP
17,800$2.9B0.08%
162
VIVHYVIVENDI SA UNSPON ADR
148,100$2.9B0.08%
163
VALEVALE SA
299,500$2.8B0.08%
164
CRRFYCAREFOUR SA SPON ADR
594,100$2.8B0.08%
165
LUKOYPJSC LUKOIL CO ADR
52,250$2.8B0.08%
166
SFTBYSOFTBANK CORP UNSP ADR
77,800$2.8B0.08%
167
NVONOVO-NORDISK A S ADR
80,280$2.8B0.08%
168
WPPWPP PLC ADR
25,000$2.7B0.08%
169
SGBLYSTANDARD BANK GROUP LTD
252,600$2.7B0.08%
170
PANDORA A/S ADR
89,760$2.5B0.07%
171
CLSCA INC.
63,791$2.0B0.06%
172
ETNEATON CORP PLC
26,791$2.0B0.06%
173
GISGENERAL MILLS
30,481$1.8B0.05%
174
GEGENERAL ELECTRIC CO
58,337$1.7B0.05%
175
EMREMERSON ELEC CO COM
28,395$1.7B0.05%
176
COACH INC
39,229$1.6B0.05%
177
CVXCHEVRON CORP NEW COM
14,848$1.6B0.05%
178
NGGNATIONAL GRID TRANSCO PLC ADR
24,778$1.6B0.05%
179
ALLIANZ AKTIENGESELLSCHAF ADR
79,788$1.5B0.04%
180
PACWUSDPACWEST BANCORP
26,933$1.4B0.04%
181
MCDMCDONALDS CORP
10,845$1.4B0.04%
182
HBC2HSBC HLDGS PLC ADR
27,808$1.1B0.03%
183
SJR/BEURSHAW COMMUNICATIONS
52,870$1.1B0.03%
184
BSVVANGUARD BD INDEX FD INC
13,523$1.1B0.03%
185
PGPROCTER & GAMBLE
11,625$1.0B0.03%
186
MSFTMICROSOFT CORP
15,536$1.0B0.03%
187
JAZZJAZZ PHARMACEUTICALS INC
6,794$986.0M0.03%
188
ABBVABBVIE
14,298$931.0M0.03%
189
XOMEXXON MOBIL
11,342$930.0M0.03%
190
GSKGLAXOSMITHKLINE PLC
21,602$910.0M0.03%
191
MRO*MARATHON OIL CORP COM
18,020$809.0M0.02%
192
JNJJOHNSON & JOHNSON COM
6,418$799.0M0.02%
193
MMM3M CO
3,280$628.0M0.02%
194
DDOMINION RES INC VA NEW COM
6,778$526.0M0.02%
195
CAHCARDINAL HEALTH INC.
6,171$503.0M0.01%
196
TIPISHARES BARCLAYS TIPS BOND FUN
3,496$401.0M0.01%
197
FMSFRESENIUS MEDICAL CARE AG & CO
8,163$344.0M0.01%
198
ETENERGY TRANSFER EQUITY LP
16,884$333.0M0.01%
199
NTAPNETAPP
7,770$325.0M0.01%
200
ASHASHLAND GLOBAL HOLDINGS INC
2,606$323.0M0.01%
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