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Asset Manager ← All Institutions

TD Asset Management Inc

Q1 2026 · Filed 2026-05-11
Market Value
$119.9B
-0.6%
Holdings
1,255
-2
New Purchases
78
Added To
561
Closed
82
Reduced
480
Top 10 Concentration
26.7%
Turnover
12.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JNJ 0.93% 0.27% +0.66% $1.1B
SU 1.40% 0.85% +0.55% $1.7B
CNQ 1.62% 1.07% +0.55% $1.9B
LRCX 0.54% 0.22% +0.32% $653M
AZN 0.32% 0.00% +0.32% $383M
XOM 0.79% 0.48% +0.31% $950M
AEM 1.65% 1.36% +0.29% $2.0B
COST 0.78% 0.54% +0.24% $934M
ENB 1.79% 1.56% +0.23% $2.1B
MS 0.29% 0.08% +0.21% $351M
FCX 0.21% 0.03% +0.18% $256M
TRP 1.13% 0.95% +0.17% $1.4B
AEP 0.21% 0.04% +0.17% $253M
TXN 0.24% 0.08% +0.16% $290M
PEP 0.29% 0.14% +0.15% $346M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.70% 3.75% -1.04% $3.2B
META 1.19% 1.57% -0.38% $1.4B
AAPL 3.47% 3.83% -0.36% $4.2B
AVGO 1.70% 2.03% -0.33% $2.0B
RY 4.09% 4.40% -0.31% $4.9B
BKNG 0.21% 0.51% -0.30% $247M
CRH.L 0.08% 0.34% -0.26% $100M
JPM 1.07% 1.32% -0.24% $1.3B
URI 0.04% 0.28% -0.23% $52M
AMZN 1.35% 1.58% -0.23% $1.6B
SHOP 0.94% 1.16% -0.22% $1.1B
PGR 0.07% 0.28% -0.21% $89M
AXP 0.43% 0.61% -0.18% $514M
MCO 0.03% 0.19% -0.15% $39M
BN 1.22% 1.36% -0.14% $1.5B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $48.1B 40.1%
Large Cap 702 $66.9B 55.8%
Mid Cap 339 $4.7B 3.9%
Small Cap 121 $239M 0.2%
Micro Cap 20 $67M 0.1%

Portfolio Analytics

Avg Market Cap
$74.3B
Median Market Cap
$15.5B
Avg P/E
37.1
Median P/E
24.9
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
1,209
# ETFs / Funds
46

Top Holdings (1,255 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.23% 29,088,598 $5.1B $174.40 -$154M +1,059,590 +3.8%
2 RY 4.09% 30,421,111 $4.9B $161.14 -$401M -645,689 -2.1%
3 AAPL 3.47% 16,375,214 $4.2B $253.79 -$462M -610,771 -3.6%
4 TD 2.92% 37,654,650 $3.5B $93.10 -$43M +57,903 +0.1%
5 MSFT 2.70% 8,755,159 $3.2B $370.17 -$1.3B -591,270 -6.3%
6 BMO 2.15% 19,086,601 $2.6B $135.01 $58M -286,000 -1.5%
7 GOOGL 1.83% 7,650,121 $2.2B $287.56 $9M +649,214 +9.3%
8 ENB 1.79% 39,677,169 $2.1B $54.04 $262M +405,404 +1.0%
9 CM 1.78% 22,617,569 $2.1B $94.47 $76M -82,949 -0.4%
10 AVGO 1.70% 6,587,250 $2.0B $309.51 -$407M -479,768 -6.8%
11 AEM 1.65% 9,764,366 $2.0B $202.34 $334M +98,910 +1.0%
12 CNQ 1.62% 39,940,897 $1.9B $48.63 $655M +1,995,171 +5.3%
13 SPY 1.55% 2,848,742 $1.9B $650.34 -$38M +76,740 +2.8%
14 SU 1.40% 25,497,252 $1.7B $65.93 $657M +2,456,753 +10.7%
15 AMZN 1.35% 7,796,267 $1.6B $208.27 -$286M -479,403 -5.8%
16 BN 1.22% 36,208,452 $1.5B $40.39 -$182M +445,405 +1.2%
17 META 1.19% 2,493,371 $1.4B $572.13 -$470M -380,210 -13.2%
18 MFC 1.17% 40,746,302 $1.4B $34.34 $11M +2,565,005 +6.7%
19 TRP 1.13% 21,682,113 $1.4B $62.42 $203M +813,341 +3.9%
20 BNS 1.11% 19,181,963 $1.3B $69.13 -$53M +507,378 +2.7%
21 JPM 1.07% 4,376,725 $1.3B $294.16 -$302M -554,991 -11.2%
22 GOOG 1.05% 4,379,038 $1.3B $286.86 -$74M +140,339 +3.3%
23 CNI 1.04% 12,131,313 $1.2B $102.60 $118M +756,856 +6.7%
24 SHOP 0.94% 9,574,621 $1.1B $118.29 -$272M +860,859 +9.9%
25 JNJ 0.93% 4,565,498 $1.1B $244.44 $793M +3,006,957 +192.9%
26 LLY 0.91% 1,190,111 $1.1B $919.77 -$178M +5,929 +0.5%
27 WPM 0.81% 7,377,168 $965M $130.84 $108M +91,893 +1.3%
28 XOM 0.79% 5,600,959 $950M $169.66 $374M +814,152 +17.0%
29 V 0.79% 3,127,726 $945M $302.24 -$163M -33,699 -1.1%
30 COST 0.78% 937,230 $934M $996.43 $285M +184,930 +24.6%
31 EFA 0.74% 9,148,830 $889M $97.13 $72M +648,575 +7.6%
32 B 0.74% 21,635,309 $881M $40.74 -$8M +1,239,642 +6.1%
33 SLF 0.73% 14,022,998 $876M $62.45 -$83M -1,321,926 -8.6%
34 ABBV 0.71% 3,920,076 $853M $217.49 -$98M -240,440 -5.8%
35 FTS 0.62% 13,434,588 $747M $55.61 $43M -89,084 -0.7%
36 NTR 0.58% 9,260,735 $697M $75.25 $145M +332,201 +3.7%
37 TJX 0.57% 4,272,248 $682M $159.70 -$5M -200,245 -4.5%
38 LRCX 0.54% 3,056,874 $653M $213.66 $384M +1,486,427 +94.7%
39 WCN 0.54% 4,030,266 $653M $161.98 -$22M +184,989 +4.8%
40 GEV 0.54% 740,736 $647M $872.90 $153M -14,283 -1.9%
41 MCK 0.51% 710,446 $615M $865.36 -$4M -43,314 -5.8%
42 TSLA 0.48% 1,539,123 $572M $371.75 -$98M +47,979 +3.2%
43 QQQ 0.46% 962,575 $556M $577.18 -$83M -76,863 -7.4%
44 KLAC 0.46% 373,087 $549M $1,472.41 $46M -40,994 -9.9%
45 CCJ 0.43% 4,789,688 $519M $108.40 $118M +418,804 +9.6%
46 AXP 0.43% 1,698,093 $514M $302.48 -$225M -299,372 -15.0%
47 HWM 0.41% 2,138,164 $493M $230.46 -$5M -289,462 -11.9%
48 CW 0.40% 710,234 $484M $681.12 $57M -63,961 -8.3%
49 TU 0.40% 37,471,452 $480M $12.81 -$4M +783,420 +2.1%
50 FNV 0.40% 1,937,392 $478M $246.82 $71M -22,228 -1.1%
51 GILD 0.39% 3,372,079 $470M $139.37 $58M +14,339 +0.4%
52 HD 0.39% 1,421,771 $468M $328.89 -$76M -157,874 -10.0%
53 HLT 0.38% 1,517,759 $462M $304.08 $14M -39,774 -2.5%
54 LNG 0.38% 1,610,928 $457M $283.76 $113M -161,039 -9.1%
55 APH 0.38% 3,608,908 $456M $126.35 -$97M -479,805 -11.7%
56 CVE 0.38% 17,178,839 $454M $26.46 $167M +183,380 +1.1%
57 IMO 0.37% 3,442,216 $449M $130.57 $112M -456,038 -11.7%
58 MCD 0.36% 1,385,814 $431M $310.79 $4M -9,083 -0.7%
59 MA 0.36% 859,940 $430M $499.66 -$57M +7,591 +0.9%
60 QSR 0.35% 5,638,563 $416M $73.77 $37M +93,783 +1.7%
61 CAT 0.35% 585,483 $415M $708.46 $100M +36,119 +6.6%
62 EMRAF 0.33% 7,621,466 $394M $51.67 $14M -78,717 -1.0%
63 AZN 0.32% 1,965,535 $383M $195.07 +1,965,535 NEW
64 NFLX 0.32% 3,982,628 $383M $96.15 -$37M -496,257 -11.1%
65 AMAT 0.31% 1,099,739 $376M $341.79 $64M -115,659 -9.5%
66 ETR 0.31% 3,320,316 $373M $112.36 $62M -47,930 -1.4%
67 EZU 0.30% 5,671,243 $355M $62.64 -$43M -549,400 -8.8%
68 BRK-B 0.30% 740,318 $355M $479.20 -$42M -49,320 -6.2%
69 MS 0.29% 2,131,499 $351M $164.57 $254M +1,583,588 +289.0%
70 PEP 0.29% 2,225,868 $346M $155.29 $182M +1,087,814 +95.6%
71 DE 0.28% 602,498 $339M $563.30 $155M +205,446 +51.7%
72 RCI 0.28% 8,732,618 $335M $38.34 $12M +192,504 +2.2%
73 GS 0.28% 390,689 $331M $845.99 $86M +113,078 +40.7%
74 WMT 0.27% 2,573,695 $320M $124.28 $40M +58,296 +2.3%
75 GE 0.26% 1,116,630 $317M $283.77 $38M +210,185 +23.2%
76 CL 0.25% 3,574,124 $305M $85.23 $54M +397,473 +12.5%
77 AMD 0.25% 1,485,112 $302M $203.43 $11M +125,026 +9.2%
78 HYG 0.25% 3,761,517 $299M $79.56 $52M +693,862 +22.6%
79 TXN 0.24% 1,492,541 $290M $194.14 $189M +914,509 +158.2%
80 EVR 0.24% 958,472 $286M $298.51 -$127M -256,254 -21.1%
81 PBA 0.24% 6,332,525 $283M $44.62 $43M +42,985 +0.7%
82 MRK 0.23% 2,288,576 $275M $120.29 $40M +57,755 +2.6%
83 EWJ 0.23% 3,217,607 $272M $84.44 $56M +545,811 +20.4%
84 REGN 0.23% 350,923 $271M $772.64 -$36M -46,629 -11.7%
85 CSCO 0.22% 3,469,395 $269M $77.59 $17M +200,014 +6.1%
86 MGA 0.22% 4,724,536 $263M $55.67 $9M -28,867 -0.6%
87 FCX 0.21% 4,363,041 $256M $58.78 $219M +3,617,388 +485.1%
88 BIP 0.21% 7,131,673 $256M $35.96 $12M +115,772 +1.6%
89 AEP 0.21% 1,931,327 $253M $131.08 $199M +1,462,663 +312.1%
90 BKNG 0.21% 58,773 $247M $4,210.32 -$365M -55,635 -48.6%
91 ETN 0.20% 684,826 $245M $357.67 $28M +3,965 +0.6%
92 ANET 0.20% 1,977,756 $243M $122.78 -$30M -100,646 -4.8%
93 TMO 0.20% 479,855 $236M $491.53 -$168M -217,833 -31.2%
94 CVX 0.20% 1,138,417 $236M $206.90 $68M +39,162 +3.6%
95 LIN 0.20% 473,063 $235M $495.76 $47M +34,394 +7.8%
96 GLW 0.19% 1,716,990 $233M $135.97 $26M -646,830 -27.4%
97 TT 0.19% 558,412 $233M $416.74 -$16M -79,986 -12.5%
98 TMUS 0.19% 1,058,179 $222M $210.03 -$67M -365,776 -25.7%
99 ABC 0.18% 704,092 $221M $314.14 -$79M -183,754 -20.7%
100 MU 0.18% 653,754 $221M $337.84 $61M +93,469 +16.7%

New Positions

SymbolValue% Port
AZN $383M 0.32%
AHR $94M 0.08%
XLI $57M 0.05%
TIGO $57M 0.05%
MDA $47M 0.04%
KRE $36M 0.03%
TKR $35M 0.03%
CDE $32M 0.03%
NXT $30M 0.02%
BMI $28M 0.02%
SUNB $19M 0.02%
NXST $9M 0.01%
AYI $8M 0.01%
FLR $8M 0.01%
BND $7M 0.01%

Sold Out Positions

SymbolValue% Port
ASX —%
PJT —%
TPB —%
AMH —%
BBUC —%
CR —%
ONON —%
POST —%
OPLN —%
PEN —%
WAL —%
WK —%
BRCC —%
PSN —%
PNFP —%
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