TODD ASSET MANAGEMENT LLC Q2 2018 Filing

Filed August 8, 2018

Portfolio Value

$3.6T

Holdings

216

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (216 positions)

StockValue
TTENTOTAL SA
$82.0M
RDS/AROYAL DUTCH SHELL PLC
$81.4M
HDHOME DEPOT
$64.9M
APTVAPTIV PLC ORDINARY
$60.2M
UNHUNITED HEALTHCARE CORP
$57.9M
FFIVF5 NETWORKS
$57.5M
RIORIO TINTO PLC ADR
$57.3M
INTCINTEL CORP
$53.6M
URIUNITED RENTALS INC
$52.5M
JPMJ P MORGAN CHASE & CO
$51.2M
CFGCITIZENS FINANCIAL GROUP INC
$48.2M
PHMPULTEGROUP INC.
$45.6M
CSCOCISCO SYS INC COM
$45.2M
AAPLAPPLE COMPUTER INC
$44.1M
NVRNVR INC
$43.7M
ONON SEMICONDUCTOR CORP
$41.2M
BACBANK OF AMERICA CORPORATION
$40.6M
DWDMORGAN STANLEY COM NEW
$38.7M
ITWILLINOIS TOOL WKS INC COM
$37.2M
REPYYREPSOL S.A.
$35.9M
TELTE CONNECTIVITY LTD.
$35.6M
QRVOQORVO, INC
$34.8M
GOOGLALPHABET INC
$34.7M
ABBVABBVIE
$34.6M
BKNGBOOKING HOLDINGS INC
$34.6M
MPCMARATHON PETROLEUM CORP
$34.6M
A4SAMERIPRISE FINANCIAL INC
$34.3M
SUNTRUST BANKS INC
$33.2M
STTSTATE STR CORP COM
$32.8M
COPCONOCOPHILLIPS
$32.7M
CCLCARNIVAL CORP-CL A
$31.6M
AMGNAMGEN INC
$31.4M
ELVANTHEM, INC
$30.4M
ICLRICON PLC - AMERICAN DEPOSITARY
$30.2M
CEOCNOOC LTD
$29.9M
IVZINVESCO PLC
$29.3M
LNCLINCOLN NATIONAL CORP
$28.7M
LUKOYPJSC LUKOIL CO ADR
$28.4M
BLKCHFBLACKROCK INC
$27.8M
RYAAYRYANAIR HOLDINGS PLC ADR
$27.4M
UTXZUNITED TECHNOLOGIES CORP COM
$27.4M
HDBHDFC BANK LTD
$27.2M
DBSDYDBS GROUP HOLDINGS LTD
$27.1M
IQVIQVIA HOLDINGS INC
$27.1M
EXPRESS SCRIPTS HOLDING COMPAN
$25.8M
CTSHCOGNIZANT TECH
$25.6M
MLCOMELCO RESORTS AND ENTERTAINMEN
$25.2M
EMNEASTMAN CHEMICAL CO
$25.1M
MGAMAGNA INTERNATIONAL INC
$24.2M
IHS MARKIT LTD
$24.0M
AERAERCAP HOLDINGS NV
$23.9M
BSACBANCO SANTANDER CHILE NEW
$23.3M
UNPUNION PAC CORP COM
$22.9M
IXORIX CORP ADR
$22.5M
MKTAYMAKITA CORP ADR
$22.2M
CUKCARNIVAL PLC
$22.2M
ASHTYASHTEAD GROUP PLC UNSP
$21.5M
LUVSOUTHWEST AIRLINES
$21.2M
MOALTRIA GROUP INC COM
$21.2M
EDUNEW ORIENTAL EDUCATION ADR
$21.0M
GRFSGRIFOLS, S.A. ADR
$21.0M
LAZLAZARD LTD
$20.9M
OSKOSHKOSH CORPORATION
$20.8M
LYBLYONDELLBASELL INDUSTRIES
$20.7M
YYEURYY INC ADS
$20.6M
BIDUNBAIDU INC
$20.5M
DALDELTA AIRLINES
$20.4M
DOXAMDOCS LTD
$20.4M
FDXFEDEX CORP
$20.3M
SBERSBERBANK OF RUSSIA
$20.2M
NBISYANDEX N.V.
$19.8M
STSENSATA TECHNOLOGIES HOLDING P
$19.6M
SANBANCO SANTANDER SA ADS
$19.3M
NTAPNETAPP
$19.2M
BNPQYBNP PARIBAS PA ADR
$19.0M
TSMTAIWAN SEMICONDUCTOR MFG CO AD
$18.9M
FUJIYFUJIFILM HOLDINGS CORP
$18.6M
LVMUYLVMH Moet Hennessy
$18.6M
MUFGMITSUBISHI UFJ FINL GROUP ADR
$18.3M
TOELYTOKYO ELECTRON LTD
$18.3M
INGING GROUP N V
$18.3M
TSCOTRACTOR SUPPLY
$18.1M
NTTYYNIPPON TELEG & TEL CORP
$18.1M
VLOVALERO ENERGY CORP
$17.7M
GILDGILEAD SCIENCES INC
$17.6M
WNSNWNS HOLDINGS LTD
$17.6M
PSXPHILLIPS 66
$17.6M
CELGCELGENE CORP
$17.5M
WOOFOOT LOCKER INC
$17.1M
ULTAULTA SALON COSMETICS & FRAGR
$16.7M
RHIROBERT HALF INTL
$16.5M
BMOBANK OF MONTREAL
$16.5M
IPGPIPG PHOTONICS
$16.4M
RHCRH PLC ADR
$16.3M
LOWLOWE'S CO.
$16.2M
CBS CORPORATION
$16.0M
BBYBEST BUY INC COM
$15.7M
NVDANVIDIA CORP
$15.7M
MOMOUSDMOMO INC
$15.6M
DGDOLLAR GENERAL CORP
$15.5M
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