TODD ASSET MANAGEMENT LLC Q1 2018 Filing

Filed May 10, 2018

Portfolio Value

$3.6B

Holdings

215

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
ORLYO REILLY AUTOMOTIVE INC
$15.5M
NVDANVIDIA CORP
$15.5M
UBSUBS GROUP AG
$15.5M
AXAHYAXA- SPONS ADR
$15.4M
LIESUN LIFE FINANCIAL
$15.2M
KMTUYKOMATSU LTD
$15.2M
SFTBYSOFTBANK CORP UNSP ADR
$15.1M
NAVINAVIENT CORPORATION
$15.1M
DOWDUPONT INC.
$15.1M
WOOFOOT LOCKER INC
$15.0M
LOWLOWE'S CO.
$15.0M
HRBH & R BLOCK INC
$14.9M
BNSBANK NOVA SCOTIA HALIFAX
$14.9M
BASFYB A S F A G
$14.7M
DFSEURDISCOVER FINANCIAL SERVICES
$14.7M
BMTABRITISH AMERN TOB PLC ADR
$14.4M
AIGAMERICAN INTL GROUP INC
$14.3M
ABGAMERISOURCE BERGEN CORP
$14.3M
CXCEMEX
$14.1M
MCKMCKESSON CORP COM
$14.0M
AZOAUTOZONE INC
$14.0M
ULTAULTA SALON COSMETICS & FRAGR
$14.0M
METAFACEBOOK INC.
$13.8M
WBAWALGREENS BOOT ALLIANCE, INC
$13.8M
BABAALIBABA GROUP HOLDING
$13.6M
HOLIHOLLYSYS AUTOMATION, LTD
$13.5M
COPCONOCOPHILLIPS
$13.4M
GLWCORNING INC
$13.4M
CNRCANADIAN NATL RY CO
$13.3M
TSCOTRACTOR SUPPLY
$13.1M
CICIGNA CORP
$13.0M
AONAON CORP.
$12.9M
BIIBBIOGEN IDEC INC
$12.7M
BACVERIZON COMMUNICATIONS
$12.7M
BANCO SANTANDER MEXICO ADR
$12.6M
CVSCVS CAREMARK CORPORATION COM
$11.6M
DNKEYDANSKE BANK ADR
$9.5M
SRESEMPRA ENERGY
$8.9M
CHINA OVERSEAS LAND & INVESTME
$8.8M
FDCFIRST DATA CORP
$8.6M
EONGYE ON SE SPONS ADR
$8.1M
COR1EURCORESITE REALTY CORP.
$7.8M
LUKOYPJSC LUKOIL CO ADR
$7.1M
MOMOUSDMOMO INC
$7.0M
CTRPUSDCTRIP.COM INTL LTD ADS
$6.9M
DANOYDANONE SPON ADR
$6.2M
CHINA COMM CONST GRP
$6.2M
ADDYYADIDAS AG SPON ADR
$4.2M
ADRNYKONINKLIJKE
$3.7M
UNUSDUNILEVER NV
$3.7M
CFRUYCOMPAGNIE FINANCIERE
$3.5M
SKHSYSEKISUI HOUSE, LTD
$3.5M
ANGLO AMERICAN PLC ADR
$3.5M
FUJHYSUBARU CORP ADR
$3.4M
CHKPCHECK POINT SOFTWARE TECH
$3.4M
RHHBYROCHE HLDG LTD
$3.3M
KBIAKB FINANCIAL GROUP INC
$3.3M
MSADYMS & AD INSURANCE GROUP
$3.3M
CAIXYCAIXABANK UNSPON ADR
$3.3M
BRDCYBRIDGESTONE CORPORATION
$3.2M
RYROYAL BANK OF CANADA
$3.2M
IDEXYINDUSTRIA DE DISENO TEXTIL S.A
$3.2M
CSUAYCHINA SHENH ADR
$3.1M
GRUAGEELY AUTOMOBILE HLDGS
$3.1M
VEDANTA LTD ADR
$3.0M
WPPWPP PLC ADR
$3.0M
SOUTH32
$2.9M
4I1PHILIP MORRIS INTL INC COM
$2.3M
KSSKOHLS CORP
$2.1M
ETNEATON CORP PLC
$2.0M
CLSCA INC.
$2.0M
TPRTAPESTRY
$2.0M
EMREMERSON ELEC CO COM
$1.8M
ALLIANZ AKTIENGESELLSCHAF ADR
$1.6M
CVXCHEVRON CORP NEW COM
$1.6M
HBC2HSBC HLDGS PLC ADR
$1.5M
GRMNGARMIN LTD
$1.5M
NUVEEN KENTUCKY MUNICIPAL BOND
$1.4M
TAT&T INC COM
$1.4M
NGGNATIONAL GRID TRANSCO PLC ADR
$1.4M
PACWUSDPACWEST BANCORP
$1.4M
MSFTMICROSOFT CORP
$1.3M
WBKWESTPAC BKG CORP
$1.2M
AZNASTRAZENECA PLC-SPONS ADR
$1.2M
SJR/BEURSHAW COMMUNICATIONS
$1.1M
BSVVANGUARD BD INDEX FD INC
$1.0M
OHIOMEGA HEALTHCARE INVS
$990K
MCDMCDONALDS CORP
$954K
VETVERMILION ENERGY INC
$918K
JNJJOHNSON & JOHNSON COM
$898K
JBAXYJULIUS BAER GROUP LTD ADR
$865K
XOMEXXON MOBIL
$846K
GSKGLAXOSMITHKLINE PLC
$754K
PGPROCTER & GAMBLE
$704K
GISGENERAL MILLS
$679K
HUMHUMANA INC
$465K
TIPISHARES BARCLAYS TIPS BOND FUN
$395K
KENTUCKY BANCSHARES INC
$389K
IBMINTL. BUSINESS MACHS CO
$362K
VCITVANGUARD INTERMEDIATE-TERM COR
$344K
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