TODD ASSET MANAGEMENT LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$4.8T

Holdings

209

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (209 positions)

#StockSharesValue% PortfolioType
101
LIESUN LIFE FINANCIAL
483,547$23.7B0.49%
102
NPSNYNASPERS LIMITED ADR
598,309$23.3B0.48%
103
BBYBEST BUY INC COM
274,849$23.2B0.48%
104
INCYINCYTE CORP
380,770$23.1B0.48%
105
FSLRFIRST SOLAR INC.
101,439$22.9B0.47%
106
DWAHYDAIWA HOUSE INDUSTRY
894,544$22.8B0.47%
107
GMGENERAL MTRS CO COM
475,949$22.1B0.46%
108
MRO*MARATHON OIL CORP COM
767,378$22.0B0.46%
109
STLASTELLANTIS NV
1,106,903$22.0B0.46%
110
STTSTATE STR CORP COM
282,482$20.9B0.43%
111
RLRALPH LAUREN CORPORATION
117,586$20.6B0.43%
112
AIGAMERICAN INTL GROUP INC
276,976$20.6B0.43%
113
ZTOZTO EXPRESS INC
990,555$20.6B0.43%
114
HDBHDFC BANK LTD
315,686$20.3B0.42%
115
EXPEEXPEDIA INC
160,444$20.2B0.42%
116
COFCAPITAL ONE FINANCIAL CORP
145,884$20.2B0.42%
117
BACVERIZON COMMUNICATIONS
478,922$19.8B0.41%
118
KRKROGER CO
379,324$18.9B0.39%
119
LOWLOWE'S CO.
86,139$18.9B0.39%
120
CPAYCORPAY INC
70,655$18.8B0.39%
121
BPBP PLC
514,430$18.6B0.39%
122
DHID R HORTON INC
131,112$18.5B0.38%
123
BASFYB A S F A G
1,518,294$18.3B0.38%
124
APAAPA CORPORATION
622,478$18.3B0.38%
125
BABAALIBABA GROUP HOLDING
252,078$18.1B0.38%
126
CNRCANADIAN NATL RY CO
152,694$18.0B0.37%
127
PCARPACCAR INC
174,507$18.0B0.37%
128
AKAMAKAMAI TECHNOLGIES
196,142$17.7B0.37%
129
VEOEYVEOLIA ENVIRONMENT
1,166,846$17.5B0.36%
130
ICLRICON PLC - AMERICAN DEPOSITARY
54,442$17.1B0.35%
131
JDJD.COM INC
649,643$16.8B0.35%
132
JAZZJAZZ PHARMACEUTICALS INC
153,054$16.3B0.34%
133
SONYSONY GROUP CORPORATION
187,855$16.0B0.33%
134
SGIOYSHIONOGI & CO LTD UNSP
1,593,465$15.5B0.32%
135
BIDUNBAIDU INC
172,092$14.9B0.31%
136
UNPUNION PAC CORP COM
64,120$14.5B0.30%
137
AMXAMERICA MOVIL SAB DE CV SPON A
816,732$13.9B0.29%
138
SRESEMPRA ENERGY
132,772$10.1B0.21%
139
CTSHCOGNIZANT TECH
128,709$8.8B0.18%
140
FQIDIGITAL REALTY TRUST INC
52,730$8.0B0.17%
141
BMTABRITISH AMERN TOB PLC ADR
257,365$8.0B0.17%
142
MSFTMICROSOFT CORP
11,551$5.2B0.11%
143
FLEXFLEX LTD
152,562$4.5B0.09%
144
CHGCYCHUGAI PHARMA UNSUP ADR
231,086$4.1B0.09%
145
LOGILOGITECH INTERNATIONAL S.A.
41,170$4.0B0.08%
146
ALKSALKERMES INC
160,588$3.9B0.08%
147
TGOPY3I GROUP PLC UNSPONSORD ADR
188,270$3.9B0.08%
148
KTKT CORPORATION
267,860$3.7B0.08%
149
AAPLAPPLE COMPUTER INC
17,266$3.6B0.08%
150
FROFRONTLINE PLC
138,310$3.6B0.07%
151
ISNPYINTESA SAN PAOLO SPON ADR
158,290$3.5B0.07%
152
GILGILDAN ACTIVEWEAR INC
93,120$3.5B0.07%
153
NVDANVIDIA CORP
28,200$3.5B0.07%
154
SKMSK TELECOM CO
165,220$3.5B0.07%
155
AEGAEGON LTD AMER REG 1 CERT
558,400$3.4B0.07%
156
DNKEYDANSKE BANK ADR
224,540$3.4B0.07%
157
HEIDELBERG MATERIALS AG
161,270$3.3B0.07%
158
EENI S P A
102,000$3.1B0.07%
159
BBVABANCO BILBAO VIZCAYA ARG ADR
312,970$3.1B0.07%
160
MTARCELORMITTAL SA LUXEMBOU
131,850$3.0B0.06%
161
RANJYRANDSTAD NV ADR UNSPON
128,890$2.9B0.06%
162
PHMPULTEGROUP INC.
23,438$2.6B0.05%
163
ACWXISHARES MSCI ACWI EX US ETF
45,110$2.4B0.05%
164
CVXCHEVRON CORP NEW COM
15,139$2.4B0.05%
165
TXRHTEXAS ROADHOUSE
13,412$2.3B0.05%
166
ULUNILEVER
41,193$2.3B0.05%
167
XOMEXXON MOBIL
19,089$2.2B0.05%
168
4I1PHILIP MORRIS INTL INC COM
17,639$1.8B0.04%
169
TELTE CONNECTIVITY LTD.
11,160$1.7B0.03%
170
LNCLINCOLN NATIONAL CORP
38,434$1.2B0.02%
171
IQVIQVIA HOLDINGS INC
5,208$1.1B0.02%
172
MCDMCDONALDS CORP
4,308$1.1B0.02%
173
MMM3M CO
9,770$998.4M0.02%
174
MFCMANULIFE FINL CORP COM
37,492$998.0M0.02%
175
OHIOMEGA HEALTHCARE INVS
28,739$984.3M0.02%
176
ALIZYALLIANZ SE
35,333$979.4M0.02%
177
BNSBANK NOVA SCOTIA HALIFAX
18,775$858.4M0.02%
178
GILDGILEAD SCIENCES INC
12,506$858.0M0.02%
179
ITWILLINOIS TOOL WKS INC COM
3,334$790.0M0.02%
180
PFEPFIZER INC
27,653$773.7M0.02%
181
GISGENERAL MILLS
12,074$763.8M0.02%
182
TFCTRUIST FINL CORP
18,927$735.3M0.02%
183
HBANHUNTINGTON BANCSHARES INC
52,607$693.4M0.01%
184
ORANYORANGE
66,798$667.3M0.01%
185
PGPROCTER & GAMBLE
3,946$650.8M0.01%
186
NGGNATIONAL GRID TRANSCO PLC ADR
10,329$586.7M0.01%
187
PHGKONINKLIJKE PHILIPS ELECT
20,566$518.3M0.01%
188
ROSTROSS STORES INC COM
3,544$515.0M0.01%
189
JNJJOHNSON & JOHNSON COM
3,288$480.6M0.01%
190
JCIJOHNSON CONTROLS INTERNATIONAL
6,797$451.8M0.01%
191
BLKCHFBLACKROCK INC
528$415.7M0.01%
192
BSVVANGUARD BD INDEX FD INC
5,192$398.2M0.01%
193
RTXRTX CORPORATION COM
3,785$380.0M0.01%
194
MPCMARATHON PETROLEUM CORP
2,030$352.2M0.01%
195
EMREMERSON ELEC CO COM
2,918$321.4M0.01%
196
CSCOCISCO SYS INC COM
6,626$314.8M0.01%
197
PWRQUANTA SERVICES INC
1,194$303.4M0.01%
198
MUBISHARES NATIONAL MUNI BOND ETF
2,828$301.3M0.01%
199
LNVGYLENOVO GROUP LIMITED ADS
10,245$290.0M0.01%
200
STSENSATA TECHNOLOGIES HOLDING P
7,636$285.5M0.01%
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