TODD ASSET MANAGEMENT LLC Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$4.3T

Holdings

205

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (205 positions)

StockValue
RIORIO TINTO PLC ADR
$73.2M
APTVAPTIV PLC ORDINARY
$67.8M
A4SAMERIPRISE FINANCIAL INC
$61.6M
URIUNITED RENTALS INC
$60.9M
MDTMEDTRONIC INC
$58.9M
AZOAUTOZONE INC
$57.0M
JPMJ P MORGAN CHASE & CO
$55.4M
AAPLAPPLE COMPUTER INC
$54.7M
TTENTOTAL SE
$53.5M
DWDMORGAN STANLEY COM NEW
$52.8M
DYHTARGET CORP COM
$52.7M
GOOGLALPHABET INC
$52.6M
BBYBEST BUY INC COM
$52.2M
CFGCITIZENS FINANCIAL GROUP INC
$51.2M
PGRPROGRESSIVE CORP OHIO
$48.8M
BACBANK OF AMERICA CORPORATION
$48.3M
AVGOBROADCOM LTD
$45.0M
DVADAVITA INC
$44.0M
QRVOQORVO, INC
$42.7M
QCOMQUALCOMM INC
$42.6M
ONON SEMICONDUCTOR CORP
$40.5M
OSKOSHKOSH CORPORATION
$39.2M
MGAMAGNA INTERNATIONAL INC
$39.0M
VALEVALE SA
$38.8M
NVRNVR INC
$38.5M
OTXOPEN TEXT CORPORATION
$38.4M
NXPINXP SEMICONDUCTORS NV
$38.3M
PHMPULTEGROUP INC.
$38.1M
TOELYTOKYO ELECTRON LTD
$38.0M
IQVIQVIA HOLDINGS INC
$37.4M
TTNDYTECHTRONIC INDUSTRIES CO
$37.1M
TELTE CONNECTIVITY LTD.
$37.0M
RDS/AROYAL DUTCH SHELL PLC
$36.4M
AMGNAMGEN INC
$36.1M
ABBVABBVIE
$35.7M
UNHUNITED HEALTHCARE CORP
$35.3M
BMOBANK OF MONTREAL
$35.1M
AERAERCAP HOLDINGS NV
$34.7M
ASHTYASHTEAD GROUP PLC UNSP
$34.4M
ITWILLINOIS TOOL WKS INC COM
$34.1M
INTCINTEL CORP
$34.1M
SONYSONY CORP
$34.1M
BKNGBOOKING HOLDINGS INC
$33.8M
HDHOME DEPOT
$33.6M
UBSUBS GROUP AG
$33.0M
HDBHDFC BANK LTD
$32.8M
ZTOZTO EXPRESS INC
$32.8M
LUKOYPJSC LUKOIL CO ADR
$32.7M
FITBFIFTH THIRD BANCORP
$32.7M
NTESNETEASE INC. ADR
$32.7M
LUVSOUTHWEST AIRLINES
$32.7M
LYBLYONDELLBASELL INDUSTRIES
$32.2M
VIPSVIPSHOP HOLDINGS LTD ADS
$31.7M
FFIVF5 NETWORKS
$31.6M
AXPAMERICAN EXPRESS CO
$31.3M
PHPARKER HANNIFIN CORP
$31.1M
LNCLINCOLN NATIONAL CORP
$30.9M
RHCRH PLC ADR
$30.6M
DBSDYDBS GROUP HOLDINGS LTD
$29.9M
NPSNYNASPERS LIMITED ADR
$29.8M
UNPUNION PAC CORP COM
$29.5M
ITOCYITOCHU CORPORATION
$29.4M
PNGAYPING AN INSURANCE GROUP
$29.1M
LITELUMENTUM HOLDINGS INC
$28.8M
BNPQYBNP PARIBAS PA ADR
$28.8M
EDUNEW ORIENTAL EDUCATION ADR
$28.7M
ERICERICSSON
$28.7M
EMNEASTMAN CHEMICAL CO
$28.4M
CVXCHEVRON CORP NEW COM
$28.1M
AKAMAKAMAI TECHNOLGIES
$27.5M
TSMTAIWAN SEMICONDUCTOR MFG CO AD
$27.1M
AMATAPPLIED MATERIALS
$26.4M
INGING GROUP N V
$26.2M
JCIJOHNSON CONTROLS INTERNATIONAL
$25.7M
CGEMYCAPGEMINI SE
$25.6M
SBERSBERBANK OF RUSSIA
$25.4M
LIESUN LIFE FINANCIAL
$25.2M
FUJIYFUJIFILM HOLDINGS CORP
$25.0M
ELVANTHEM, INC
$25.0M
DOXAMDOCS LTD
$24.2M
INFYINFOSYS TECHNOLOGIES LTD
$24.1M
BABAALIBABA GROUP HOLDING
$23.5M
BMYBRISTOL MYERS SQUIBB CO
$23.3M
NBISYANDEX N.V.
$23.0M
LENLENNAR CORP
$22.6M
MBTGBPMOBILE TELESYSTEMS OJSC
$22.5M
ZIONZIONS BANCORPORATION
$22.5M
CNRCANADIAN NATL RY CO
$22.5M
STSENSATA TECHNOLOGIES HOLDING P
$22.1M
7HPHP INC
$22.1M
D R HORTON INC
$22.1M
BASFYB A S F A G
$22.0M
BIDUNBAIDU INC
$21.8M
LAZLAZARD LTD
$21.6M
TSCOTRACTOR SUPPLY
$21.5M
RHIROBERT HALF INTL
$21.3M
FTNTFORTINET INC.
$21.2M
LVMUYLVMH Moet Hennessy
$21.1M
JECUSDJACOBS ENGINEERING GROUP
$21.0M
PWRQUANTA SERVICES INC
$20.9M
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