TODD ASSET MANAGEMENT LLC Q3 2018 Filing

Filed November 9, 2018

Portfolio Value

$3.6T

Holdings

213

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
101
TRVCCITIGROUP INC
230,653$16.5B0.45%
102
BBYBEST BUY INC COM
208,147$16.5B0.45%
103
CNRCANADIAN NATL RY CO
183,885$16.5B0.45%
104
EDUNEW ORIENTAL EDUCATION ADR
222,645$16.5B0.45%
105
CTXSEURCITRIX SYS INC
146,549$16.3B0.45%
106
INFYINFOSYS TECHNOLOGIES LTD
1,575,675$16.0B0.44%
107
VLOVALERO ENERGY CORP
139,976$15.9B0.44%
108
MOMOUSDMOMO INC
360,608$15.8B0.43%
109
AXAHYAXA- SPONS ADR
585,727$15.7B0.43%
110
HLTHILTON WORLDWIDE
193,862$15.7B0.43%
111
CBS CORPORATION
271,589$15.6B0.43%
112
YYEURYY INC ADS
204,447$15.3B0.42%
113
SMFGSUMITOMO MITSUI FINCL GR
1,902,811$15.3B0.42%
114
RHCRH PLC ADR
460,621$15.1B0.41%
115
OXYOCCIDENTAL PETE CORP-DEL
183,351$15.1B0.41%
116
ABGAMERISOURCE BERGEN CORP
163,086$15.0B0.41%
117
LIESUN LIFE FINANCIAL
371,880$14.8B0.41%
118
TOELYTOKYO ELECTRON LTD
429,515$14.8B0.41%
119
FDO.FMACYS INC
423,488$14.7B0.40%
120
MBTGBPMOBILE TELESYSTEMS OJSC
1,718,282$14.7B0.40%
121
TROWPRICE T ROWE GROUP INC
132,205$14.4B0.40%
122
CVSCVS CAREMARK CORPORATION COM
182,015$14.3B0.39%
123
AONAON CORP.
92,414$14.2B0.39%
124
BACVERIZON COMMUNICATIONS
262,919$14.0B0.39%
125
EBAEBAY INC
422,104$13.9B0.38%
126
BANCO SANTANDER MEXICO ADR
1,767,229$13.7B0.38%
127
KSSKOHLS CORP
182,961$13.6B0.37%
128
AWNADVANCE AUTO PARTS INC
77,314$13.0B0.36%
129
BASFYB A S F A G
584,242$13.0B0.36%
130
DANOYDANONE SPON ADR
833,717$12.9B0.35%
131
ZTOZTO EXPRESS INC
773,425$12.8B0.35%
132
MICHAEL KORS HOLDINGS LTD
183,169$12.6B0.35%
133
BABAALIBABA GROUP HOLDING
74,745$12.3B0.34%
134
HOLIHOLLYSYS AUTOMATION, LTD
551,925$11.8B0.32%
135
IPGPIPG PHOTONICS
73,811$11.5B0.32%
136
EXPRESS SCRIPTS HOLDING COMPAN
117,549$11.2B0.31%
137
KMTUYKOMATSU LTD
365,513$11.1B0.31%
138
PCRFYUSDPANASONIC CORPORATION
930,497$10.8B0.30%
139
ITUBITAU UNIBANCO HOLDINGS SA
940,870$10.3B0.28%
140
CXCEMEX
1,392,386$9.8B0.27%
141
NTESNETEASE INC. ADR
41,930$9.6B0.26%
142
CHINA COMM CONST GRP
452,690$9.1B0.25%
143
SRESEMPRA ENERGY
78,544$8.9B0.25%
144
COR1EURCORESITE REALTY CORP.
77,403$8.6B0.24%
145
CHINA OVERSEAS LAND & INVESTME
510,620$7.9B0.22%
146
BMTABRITISH AMERN TOB PLC ADR
167,205$7.8B0.21%
147
EONGYE ON SE SPONS ADR
729,486$7.4B0.20%
148
MDTMEDTRONIC INC
70,613$6.9B0.19%
149
ALLIANZ AKTIENGESELLSCHAF ADR
216,618$4.8B0.13%
150
SK TELECOM CO
128,200$3.6B0.10%
151
NTT DOCOMO, IN
132,112$3.6B0.10%
152
PNGAYPING AN INSURANCE GROUP
168,700$3.4B0.09%
153
SNPUSDCHINA PETE & CHEM CORP
33,800$3.4B0.09%
154
FUJITSU LIMITED ADR
93,500$3.3B0.09%
155
AHCHYANHUI CONCH CEMENT ADR
108,800$3.3B0.09%
156
FUJHYSUBARU CORP ADR
220,600$3.2B0.09%
157
SOUTH32
226,600$3.2B0.09%
158
BRDCYBRIDGESTONE CORPORATION
168,100$3.2B0.09%
159
BPBP PLC
67,300$3.1B0.09%
160
MURGYMUENCHENER RUECKVERSICH
139,600$3.1B0.08%
161
KDDIYKDDI CORP ADR
218,900$3.0B0.08%
162
BAPCREDICORP
13,400$3.0B0.08%
163
ICAGYINTERNATIONAL CONSOL
172,300$3.0B0.08%
164
NOKNOKIA CORP.
525,900$2.9B0.08%
165
IMOIMPERIAL OIL LTD CL A
89,900$2.9B0.08%
166
ABEVAMBEV S.A.
635,200$2.9B0.08%
167
IDEXYINDUSTRIA DE DISENO TEXTIL S.A
178,700$2.7B0.07%
168
DNKEYDANSKE BANK ADR
200,700$2.6B0.07%
169
UNUSDUNILEVER NV
38,653$2.1B0.06%
170
ETNEATON CORP PLC
23,890$2.1B0.06%
171
ATHMAUTOHOME INC
25,000$1.9B0.05%
172
EMREMERSON ELEC CO COM
24,546$1.9B0.05%
173
4I1PHILIP MORRIS INTL INC COM
22,280$1.8B0.05%
174
TPRTAPESTRY
34,645$1.7B0.05%
175
GRMNGARMIN LTD
24,552$1.7B0.05%
176
HBC2HSBC HLDGS PLC ADR
36,784$1.6B0.04%
177
MSFTMICROSOFT CORP
13,759$1.6B0.04%
178
NUVEEN KENTUCKY MUNICIPAL BOND
144,109$1.5B0.04%
179
AZNASTRAZENECA PLC-SPONS ADR
33,054$1.3B0.04%
180
PACWUSDPACWEST BANCORP
26,714$1.3B0.03%
181
TAT&T INC COM
36,755$1.2B0.03%
182
OHIOMEGA HEALTHCARE INVS
37,655$1.2B0.03%
183
NGGNATIONAL GRID TRANSCO PLC ADR
23,724$1.2B0.03%
184
BNSBANK NOVA SCOTIA HALIFAX
20,305$1.2B0.03%
185
SJR/BEURSHAW COMMUNICATIONS
57,965$1.1B0.03%
186
WBKWESTPAC BKG CORP
54,150$1.1B0.03%
187
XOMEXXON MOBIL
11,342$964.0M0.03%
188
ACWXISHARES MSCI ACWI EX US ETF
20,143$961.0M0.03%
189
VETVERMILION ENERGY INC
27,847$917.0M0.03%
190
BSVVANGUARD BD INDEX FD INC
11,394$889.0M0.02%
191
MCDMCDONALDS CORP
5,244$877.0M0.02%
192
JBAXYJULIUS BAER GROUP LTD ADR
83,361$827.0M0.02%
193
PGPROCTER & GAMBLE
9,889$823.0M0.02%
194
GSKGLAXOSMITHKLINE PLC
18,803$755.0M0.02%
195
GISGENERAL MILLS
14,960$642.0M0.02%
196
MUBISHARES NATIONAL MUNI BOND ETF
4,800$518.0M0.01%
197
JNJJOHNSON & JOHNSON COM
3,448$476.0M0.01%
198
KENTUCKY BANCSHARES INC
8,400$436.0M0.01%
199
HUMHUMANA INC
1,220$413.0M0.01%
200
TIPISHARES BARCLAYS TIPS BOND FUN
3,496$386.0M0.01%
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