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Asset Manager ← All Institutions

TD Asset Management Inc

Q4 2025 · Filed 2026-02-10
Market Value
$120.6B
+1.0%
Holdings
1,257
+16
New Purchases
71
Added To
528
Closed
80
Reduced
529
Top 10 Concentration
28.5%
Turnover
12.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.82% 1.26% +0.56% $2.2B
LLY 1.05% 0.58% +0.48% $1.3B
RY 4.40% 3.92% +0.47% $5.3B
TD 2.94% 2.52% +0.42% $3.5B
AAPL 3.83% 3.45% +0.37% $4.6B
APH 0.46% 0.21% +0.25% $553M
GOOG 1.10% 0.86% +0.24% $1.3B
B 0.74% 0.53% +0.21% $890M
CM 1.71% 1.52% +0.19% $2.1B
TMO 0.34% 0.16% +0.17% $404M
MFC 1.15% 0.98% +0.17% $1.4B
CAT 0.26% 0.09% +0.17% $315M
ABC 0.25% 0.08% +0.17% $300M
BNS 1.14% 0.99% +0.15% $1.4B
WELL 0.14% 0.04% +0.11% $173M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 1.57% 2.14% -0.57% $1.9B
LQD 0.06% 0.59% -0.53% $77M
MSFT 3.75% 4.09% -0.34% $4.5B
ORCL 0.20% 0.50% -0.29% $245M
MSI 0.14% 0.37% -0.23% $170M
RSG 0.11% 0.32% -0.21% $132M
TMUS 0.24% 0.44% -0.20% $289M
NFLX 0.35% 0.54% -0.19% $420M
COST 0.54% 0.72% -0.18% $649M
ABT 0.17% 0.34% -0.17% $207M
HYG 0.21% 0.37% -0.16% $247M
ARES 0.01% 0.15% -0.13% $13M
ENB 1.56% 1.69% -0.13% $1.9B
SYK 0.18% 0.31% -0.13% $216M
RACE 0.04% 0.15% -0.11% $47M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $49.6B 41.1%
Large Cap 694 $66.0B 54.7%
Mid Cap 361 $4.7B 3.9%
Small Cap 111 $281M 0.2%
Micro Cap 19 $41M 0.0%

Portfolio Analytics

Avg Market Cap
$73.6B
Median Market Cap
$15.2B
Avg P/E
36.2
Median P/E
24.2
Avg Dividend Yield
0.01%
Avg Beta
1.03
# Stocks
1,216
# ETFs / Funds
41

Top Holdings (1,257 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RY 4.40% 31,066,800 $5.3B $170.70 $617M -721,350 -2.3%
2 NVDA 4.33% 28,029,008 $5.2B $186.50 -$54M -276,452 -1.0%
3 AAPL 3.83% 16,985,985 $4.6B $271.86 $493M +785,242 +4.8%
4 MSFT 3.75% 9,346,429 $4.5B $483.62 -$361M -76,576 -0.8%
5 TD 2.94% 37,596,747 $3.5B $94.37 $540M -15,260 -0.0%
6 BMO 2.09% 19,372,601 $2.5B $130.04 $32M +293,575 +1.5%
7 AVGO 2.03% 7,067,018 $2.4B $346.10 -$3M -356,428 -4.8%
8 GOOGL 1.82% 7,000,907 $2.2B $313.00 $685M +806,221 +13.0%
9 CM 1.71% 22,700,518 $2.1B $90.77 $242M -52,289 -0.2%
10 AMZN 1.58% 8,275,670 $1.9B $230.82 $98M +24,237 +0.3%
11 META 1.57% 2,873,581 $1.9B $660.09 -$663M -612,696 -17.6%
12 SPY 1.57% 2,772,002 $1.9B $681.92 $107M +95,659 +3.6%
13 ENB 1.56% 39,271,765 $1.9B $47.92 -$138M -749,526 -1.9%
14 BN 1.36% 35,763,047 $1.6B $45.97 -$33M +11,323,960 +46.3%
15 AEM 1.36% 9,665,456 $1.6B $169.80 $41M +165,263 +1.7%
16 JPM 1.32% 4,931,716 $1.6B $322.22 -$13M -148,269 -2.9%
17 SHOP 1.16% 8,713,762 $1.4B $161.22 $137M +185,252 +2.2%
18 MFC 1.15% 38,181,297 $1.4B $36.36 $215M +542,834 +1.4%
19 BNS 1.14% 18,674,585 $1.4B $73.85 $191M +310,564 +1.7%
20 GOOG 1.10% 4,238,699 $1.3B $313.80 $301M +13,612 +0.3%
21 CNQ 1.07% 37,945,726 $1.3B $33.92 $42M -989,538 -2.5%
22 LLY 1.05% 1,184,182 $1.3B $1,074.68 $581M +277,600 +30.6%
23 TRP 0.95% 20,868,772 $1.2B $55.14 $83M +1,244,525 +6.3%
24 CNI 0.93% 11,374,457 $1.1B $99.03 $45M -89,681 -0.8%
25 V 0.92% 3,161,425 $1.1B $350.71 -$872K -88,958 -2.7%
26 SU 0.85% 23,040,499 $1.0B $44.44 $54M -132,348 -0.6%
27 SLF 0.80% 15,344,924 $959M $62.51 $15M -376,575 -2.4%
28 ABBV 0.79% 4,160,516 $951M $228.49 -$35M -97,811 -2.3%
29 B 0.74% 20,395,667 $890M $43.62 $255M +1,086,332 +5.6%
30 WPM 0.71% 7,285,275 $858M $117.72 $46M +33,221 +0.5%
31 EFA 0.68% 8,500,255 $816M $96.03 $5M -185,252 -2.1%
32 AXP 0.61% 1,997,465 $739M $369.95 $62M -41,928 -2.1%
33 FTS 0.58% 13,523,672 $704M $52.06 $18M -8,283 -0.1%
34 TJX 0.57% 4,472,493 $687M $153.61 $31M -64,018 -1.4%
35 WCN 0.56% 3,845,277 $675M $175.60 -$126K +4,473 +0.1%
36 TSLA 0.56% 1,491,144 $671M $449.72 $18M +23,381 +1.6%
37 COST 0.54% 752,300 $649M $862.34 -$211M -176,198 -19.0%
38 QQQ 0.53% 1,039,438 $639M $614.31 $13M -2,747 -0.3%
39 MCK 0.51% 753,760 $618M $820.29 $28M -10,894 -1.4%
40 BKNG 0.51% 114,408 $613M $5,355.33 $14M +3,566 +3.2%
41 XOM 0.48% 4,786,807 $576M $120.34 $47M +98,683 +2.1%
42 APH 0.46% 4,088,713 $553M $135.14 $307M +2,100,544 +105.7%
43 NTR 0.46% 8,928,534 $552M $61.80 $119M +1,559,673 +21.2%
44 HD 0.45% 1,579,645 $544M $344.10 -$18M +193,792 +14.0%
45 KLAC 0.42% 414,081 $503M $1,215.08 $19M -34,949 -7.8%
46 HWM 0.41% 2,427,626 $498M $205.02 $3M -94,495 -3.8%
47 GEV 0.41% 755,019 $493M $653.57 $872K -46,064 -5.8%
48 MA 0.40% 852,349 $487M $570.88 -$17M -32,163 -3.6%
49 TU 0.40% 36,688,032 $484M $13.20 -$97M -175,187 -0.5%
50 HLT 0.37% 1,557,533 $447M $287.25 $28M -58,526 -3.6%
51 CW 0.35% 774,195 $427M $551.27 -$3M -17,336 -2.2%
52 MCD 0.35% 1,394,897 $426M $305.63 $38M +116,004 +9.1%
53 NFLX 0.35% 4,478,885 $420M $93.76 -$227M +3,939,555 +730.5%
54 CRH.L 0.34% 3,328,383 $415M $124.80 $85M +569,599 +20.6%
55 EVR 0.34% 1,214,726 $413M $340.25 $14M +32,270 +2.7%
56 GILD 0.34% 3,357,740 $412M $122.74 $32M -67,251 -2.0%
57 FNV 0.34% 1,959,620 $407M $207.56 -$45M -71,064 -3.5%
58 TMO 0.34% 697,688 $404M $579.45 $213M +302,676 +76.6%
59 CCJ 0.33% 4,370,884 $401M $91.69 $13M -252,048 -5.5%
60 EZU 0.33% 6,220,643 $399M $64.10 $13M
61 BRK-B 0.33% 789,638 $397M $502.65 -$40M -80,137 -9.2%
62 EMRAF 0.31% 7,700,183 $380M $49.35 $10M -18,080 -0.2%
63 QSR 0.31% 5,544,780 $379M $68.33 $26M +38,919 +0.7%
64 LNG 0.29% 1,771,967 $344M $194.39 -$110M -160,957 -8.3%
65 PGR 0.28% 1,503,026 $342M $227.72 $30M +240,172 +19.0%
66 IMO 0.28% 3,898,254 $337M $86.51 -$68M -572,104 -12.8%
67 URI 0.28% 411,380 $333M $809.32 -$130M -73,070 -15.1%
68 RCI 0.27% 8,540,114 $323M $37.80 $35M +195,189 +2.3%
69 JNJ 0.27% 1,558,541 $323M $206.95 $40M +35,409 +2.3%
70 CAT 0.26% 549,364 $315M $572.87 $204M +317,988 +137.4%
71 AMAT 0.26% 1,215,398 $312M $256.99 $6M -280,056 -18.7%
72 ETR 0.26% 3,368,246 $311M $92.43 $3M +58,337 +1.8%
73 REGN 0.25% 397,552 $307M $771.87 $96M +23,288 +6.2%
74 ABC 0.25% 887,846 $300M $337.75 $200M +569,305 +178.7%
75 QCOM 0.24% 1,716,382 $294M $171.05 -$33M -246,453 -12.6%
76 AMD 0.24% 1,360,086 $291M $214.16 $83M +70,856 +5.5%
77 TMUS 0.24% 1,423,955 $289M $203.04 -$238M -777,070 -35.3%
78 CVE 0.24% 16,995,459 $288M $16.94 $9M +595,518 +3.6%
79 ACN 0.23% 1,047,474 $281M $268.30 $111M +357,271 +51.8%
80 WMT 0.23% 2,515,399 $280M $111.41 $10M -102,990 -3.9%
81 GE 0.23% 906,445 $279M $308.03 $5M -4,588 -0.5%
82 ANET 0.23% 2,078,402 $272M $131.03 -$80M -340,178 -14.1%
83 LRCX 0.22% 1,570,447 $269M $171.18 -$56M -852,142 -35.2%
84 MGA 0.21% 4,753,403 $254M $53.38 $11M -376,001 -7.3%
85 CSCO 0.21% 3,269,381 $252M $77.03 $39M +158,505 +5.1%
86 CL 0.21% 3,176,651 $251M $79.02 $18M +265,643 +9.1%
87 TT 0.21% 638,398 $248M $389.20 -$75M -127,777 -16.7%
88 YUM 0.21% 1,640,997 $248M $151.28 -$14M -84,702 -4.9%
89 HYG 0.21% 3,067,655 $247M $80.63 -$190M -2,312,978 -43.0%
90 ORCL 0.20% 1,258,046 $245M $194.91 -$346M -844,545 -40.2%
91 RCL 0.20% 877,659 $245M $278.92 $26M +201,014 +29.7%
92 ULTA 0.20% 404,237 $245M $605.01 $8M -28,260 -6.5%
93 BIP 0.20% 7,015,901 $244M $34.81 $21M +259,074 +3.8%
94 GS 0.20% 277,611 $244M $879.00 $106M +103,791 +59.7%
95 HCA 0.20% 522,648 $244M $466.86 $4M -39,596 -7.0%
96 APP 0.20% 359,952 $243M $673.82 -$78M -86,075 -19.3%
97 PBA 0.20% 6,289,540 $240M $38.15 -$67M -1,292,663 -17.1%
98 MTD 0.20% 169,293 $236M $1,394.19 $10M -14,894 -8.1%
99 MRK 0.19% 2,230,821 $235M $105.26 $60M +152,026 +7.3%
100 UBER 0.19% 2,828,289 $231M $81.71 -$60M -141,661 -4.8%

New Positions

SymbolValue% Port
TOTB.DE $89M 0.07%
JNK $80M 0.07%
NVO $20M 0.02%
JLL $11M 0.01%
MLI $10M 0.01%
SNDK $9M 0.01%
LITE $8M 0.01%
YNDX $7M 0.01%
Q $7M 0.01%
IE $6M —%
NRIX $4M —%
ARWR $4M —%
OLMA $3M —%
BE $3M —%
TERN $3M —%

Sold Out Positions

SymbolValue% Port
ACI —%
EMN —%
OC —%
BFAM —%
THR —%
PBF —%
TME —%
TREX —%
CON —%
CAVA —%
ARX —%
PBH —%
MHK —%
VVV —%
UHAL-B —%
View SEC EDGAR Filings for TD Asset Management Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms