TODD ASSET MANAGEMENT LLC Q3 2021 Filing

Filed November 5, 2021

Portfolio Value

$4.4T

Holdings

210

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (210 positions)

#StockSharesValue% PortfolioType
101
PVHPVH CORP
192,245$19.8B0.45%
102
FFORD MOTOR CO
1,391,818$19.7B0.45%
103
PSXPHILLIPS 66
272,539$19.1B0.44%
104
BACVERIZON COMMUNICATIONS
351,344$19.0B0.44%
105
IXORIX CORP ADR
200,751$19.0B0.44%
106
NTTYYNIPPON TELEG & TEL CORP
672,903$18.7B0.43%
107
7HPHP INC
681,180$18.6B0.43%
108
CERNCHFCERNER CORP
263,397$18.6B0.43%
109
GWWW.W. GRAINGER INC.
46,856$18.4B0.42%
110
LRCXEURLAM RESEARCH
32,289$18.4B0.42%
111
ITUBITAU UNIBANCO HOLDINGS SA
3,398,166$17.9B0.41%
112
CMCSACOMCAST CORP CL A
316,214$17.7B0.41%
113
DXCDXC TECHNOLOGY
524,214$17.6B0.40%
114
ITWILLINOIS TOOL WKS INC COM
85,012$17.6B0.40%
115
CICIGNA CORP
86,803$17.4B0.40%
116
ANGLO AMERICAN PLC ADR
970,039$17.2B0.40%
117
TERTERADYNE INC
155,982$17.0B0.39%
118
VEOEYVEOLIA ENVIRONMENT
534,608$17.0B0.39%
119
AXAHYAXA- SPONS ADR
569,801$15.9B0.37%
120
TTNDYTECHTRONIC INDUSTRIES CO
158,032$15.7B0.36%
121
BABAALIBABA GROUP HOLDING
103,914$15.4B0.35%
122
COR1EURCORESITE REALTY CORP.
110,794$15.3B0.35%
123
FDXFEDEX CORP
69,415$15.2B0.35%
124
PHGKONINKLIJKE PHILIPS ELECT
316,923$14.1B0.32%
125
CNRCANADIAN NATL RY CO
121,725$14.1B0.32%
126
MOALTRIA GROUP INC COM
308,463$14.0B0.32%
127
KMTUYKOMATSU LTD
580,270$13.9B0.32%
128
ICLRICON PLC - AMERICAN DEPOSITARY
52,527$13.8B0.32%
129
DANOYDANONE SPON ADR
978,633$13.3B0.30%
130
NTESNETEASE INC. ADR
147,882$12.6B0.29%
131
MUFGMITSUBISHI UFJ FINL GROUP ADR
2,082,207$12.3B0.28%
132
RHHBYROCHE HLDG LTD
265,083$12.1B0.28%
133
FUJITSU LIMITED ADR
318,208$11.6B0.26%
134
PNGAYPING AN INSURANCE GROUP
826,016$11.3B0.26%
135
VIPSVIPSHOP HOLDINGS LTD ADS
978,449$10.9B0.25%
136
BMTABRITISH AMERN TOB PLC ADR
295,443$10.4B0.24%
137
SRESEMPRA ENERGY
81,324$10.3B0.24%
138
NBISYANDEX N.V.
125,357$10.0B0.23%
139
DWAHYDAIWA HOUSE INDUSTRY
300,039$10.0B0.23%
140
DHLGYDEUTSCHE POST AG SPON
138,404$8.7B0.20%
141
CODYYCOMPAGNIE DE SAINT GOB
600,389$8.1B0.18%
142
FMSFRESENIUS MEDICAL CARE AG & CO
222,054$7.8B0.18%
143
MOMOHELLO GROUP INC.
652,305$6.9B0.16%
144
LNVGYLENOVO GROUP LIMITED ADS
165,600$4.6B0.11%
145
SSLSASOL LTD ADR
236,820$4.5B0.10%
146
ACWXISHARES MSCI ACWI EX US ETF
77,237$4.3B0.10%
147
UMCUNITED MICROELECTRONICS CORP A
367,360$4.2B0.10%
148
JBAXYJULIUS BAER GROUP LTD ADR
304,005$4.0B0.09%
149
TXRHTEXAS ROADHOUSE
41,282$3.8B0.09%
150
FLEXFLEX LTD
212,200$3.8B0.09%
151
MSFTMICROSOFT CORP
13,163$3.7B0.09%
152
STELLANTIS NV
190,560$3.6B0.08%
153
JHGJANUS HENDERSON
85,700$3.5B0.08%
154
CPRICAPRI HOLDINGS LTD
71,980$3.5B0.08%
155
TXTERNIUM SA ADR
80,960$3.4B0.08%
156
AP MOLLER MAERSK
247,750$3.4B0.08%
157
KNBWYKIRIN HOLDINGS
179,270$3.4B0.08%
158
STXSEAGATE TECHNOLOGY HOLDINGS PL
40,290$3.3B0.08%
159
SK TELECOM CO
108,800$3.3B0.08%
160
POAHYPORSCHE AUTOMOBILE HOLDINGS
327,560$3.2B0.07%
161
KTKT CORPORATION
237,100$3.2B0.07%
162
YARIYYARA INTL ASA ADR
129,300$3.2B0.07%
163
CHKPCHECK POINT SOFTWARE TECH
27,700$3.1B0.07%
164
ULUNILEVER
52,173$2.8B0.06%
165
ALPMYASTELLAS PHARMA INC
165,400$2.7B0.06%
166
NTDOYNINTENDO LTD
43,500$2.6B0.06%
167
LOGILOGITECH INTERNATIONAL S.A.
28,730$2.5B0.06%
168
VEDANTA LTD ADR
153,000$2.3B0.05%
169
NUVEEN KENTUCKY MUNICIPAL BOND
210,090$2.3B0.05%
170
CHGCYCHUGAI PHARMA UNSUP ADR
122,000$2.2B0.05%
171
VOOVANGUARD S&P 500 ETF
5,653$2.2B0.05%
172
BAKBRASKEM SA
97,500$2.1B0.05%
173
4I1PHILIP MORRIS INTL INC COM
19,807$1.9B0.04%
174
GISGENERAL MILLS
23,027$1.4B0.03%
175
METMETLIFE INC.
22,049$1.4B0.03%
176
NVDANVIDIA CORP
5,158$1.2B0.03%
177
PFEPFIZER INC
27,303$1.2B0.03%
178
MCDMCDONALDS CORP
4,788$1.2B0.03%
179
BNSBANK NOVA SCOTIA HALIFAX
17,727$1.1B0.03%
180
GILDGILEAD SCIENCES INC
15,408$1.1B0.02%
181
BAESYBAE SYSTEMS PLC ADR
32,409$991.0M0.02%
182
ALIZYALLIANZ SE
43,779$983.0M0.02%
183
PPLPPL CORP
35,224$982.0M0.02%
184
HBANHUNTINGTON BANCSHARES INC
58,141$899.0M0.02%
185
MFCMANULIFE FINANACIAL CORP
45,574$877.0M0.02%
186
IBMINTL. BUSINESS MACHS CO
6,218$864.0M0.02%
187
NGGNATIONAL GRID TRANSCO PLC ADR
14,277$851.0M0.02%
188
OHIOMEGA HEALTHCARE INVS
26,771$802.0M0.02%
189
ORANYORANGE
71,990$780.0M0.02%
190
MUBISHARES NATIONAL MUNI BOND ETF
6,625$768.0M0.02%
191
ELUXYELECTROLUX
16,193$761.0M0.02%
192
XOMEXXON MOBIL
10,998$647.0M0.01%
193
SYBTSTOCK YARDS BANCORP, INC
10,752$631.0M0.01%
194
BSVVANGUARD BD INDEX FD INC
7,430$609.0M0.01%
195
TAT&T INC COM
21,052$569.0M0.01%
196
PPRUYKERING UNSPONSORED ADR
7,622$544.0M0.01%
197
JNJJOHNSON & JOHNSON COM
3,288$531.0M0.01%
198
APTVAPTIV PLC ORDINARY
3,219$479.0M0.01%
199
PGPROCTER & GAMBLE
3,415$477.0M0.01%
200
BLKCHFBLACKROCK INC
546$458.0M0.01%
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