TODD ASSET MANAGEMENT LLC Q4 2020 Filing

Filed February 5, 2021

Portfolio Value

$3.9T

Holdings

205

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
101
ZIONZIONS BANCORPORATION
411,547$17.9B0.46%
102
NTTYYNIPPON TELEG & TEL CORP
690,222$17.7B0.45%
103
MCKMCKESSON CORP COM
101,944$17.7B0.45%
104
RHIROBERT HALF INTL
282,540$17.7B0.45%
105
PHGKONINKLIJKE PHILIPS ELECT
324,987$17.6B0.45%
106
WNSNWNS HOLDINGS LTD
240,170$17.3B0.44%
107
GWWW.W. GRAINGER INC.
42,286$17.3B0.44%
108
SGIOYSHIONOGI & CO LTD UNSP
1,225,426$16.8B0.43%
109
JCIJOHNSON CONTROLS INTERNATIONAL
358,541$16.7B0.43%
110
CMCSACOMCAST CORP CL A
318,460$16.7B0.43%
111
KMTUYKOMATSU LTD
589,970$16.3B0.42%
112
CEOCNOOC LTD
178,007$16.3B0.42%
113
PHPARKER HANNIFIN CORP
59,799$16.3B0.42%
114
CERNCHFCERNER CORP
207,408$16.3B0.42%
115
ORCLORACLE CORP COM
250,185$16.2B0.41%
116
LMTLOCKHEED MARTIN
45,436$16.1B0.41%
117
MLCOMELCO RESORTS AND ENTERTAINMEN
857,944$15.9B0.41%
118
AWMSKYWORKS
101,444$15.5B0.40%
119
FDXFEDEX CORP
59,160$15.4B0.39%
120
TERTERADYNE INC
127,350$15.3B0.39%
121
ITUBITAU UNIBANCO HOLDINGS SA
2,505,809$15.3B0.39%
122
UBSUBS GROUP AG
1,079,106$15.2B0.39%
123
GRFSGRIFOLS, S.A. ADR
813,365$15.0B0.38%
124
PSXPHILLIPS 66
213,611$14.9B0.38%
125
TSCOTRACTOR SUPPLY
104,763$14.7B0.38%
126
EBAEBAY INC
286,494$14.4B0.37%
127
AXAHYAXA- SPONS ADR
588,926$14.1B0.36%
128
COR1EURCORESITE REALTY CORP.
111,560$14.0B0.36%
129
CTXSEURCITRIX SYS INC
104,661$13.6B0.35%
130
REPYYREPSOL S.A.
1,358,918$13.6B0.35%
131
D R HORTON INC
197,142$13.6B0.35%
132
DANOYDANONE SPON ADR
1,017,039$13.3B0.34%
133
VEOEYVEOLIA ENVIRONMENT
546,229$13.3B0.34%
134
DGDOLLAR GENERAL CORP
62,769$13.2B0.34%
135
MOALTRIA GROUP INC COM
316,839$13.0B0.33%
136
COPCONOCOPHILLIPS
313,453$12.5B0.32%
137
BMTABRITISH AMERN TOB PLC ADR
322,352$12.1B0.31%
138
RHHBYROCHE HLDG LTD
268,292$11.8B0.30%
139
SRESEMPRA ENERGY
81,885$10.4B0.27%
140
MOMOUSDMOMO INC
678,477$9.5B0.24%
141
MUFGMITSUBISHI UFJ FINL GROUP ADR
2,101,922$9.3B0.24%
142
CHINA OVERSEAS LAND & INVESTME
568,559$6.1B0.15%
143
FSUGYFORTESCUE METAL GROUP
118,300$4.3B0.11%
144
AP MOLLER MAERSK
323,300$3.6B0.09%
145
NDEKYNITTO DENKO CORP
79,500$3.6B0.09%
146
KNBWYKIRIN HOLDINGS
148,500$3.5B0.09%
147
TXRHTEXAS ROADHOUSE
44,947$3.5B0.09%
148
CHGCYCHUGAI PHARMA UNSUP ADR
131,500$3.5B0.09%
149
JAZZJAZZ PHARMACEUTICALS INC
21,142$3.5B0.09%
150
STXSEAGATE TECH
54,400$3.4B0.09%
151
AHEXYADECCO GROUP ADR
101,200$3.4B0.09%
152
RANJYRANDSTAD NV ADR UNSPON
101,300$3.3B0.08%
153
ACWXISHARES MSCI ACWI EX US ETF
60,165$3.2B0.08%
154
MSFTMICROSOFT CORP
14,253$3.2B0.08%
155
KDDIYKDDI CORP ADR
213,600$3.2B0.08%
156
ULUNILEVER
48,893$3.0B0.08%
157
JBAXYJULIUS BAER GROUP LTD ADR
253,284$2.9B0.07%
158
FUJITSU LIMITED ADR
100,600$2.9B0.07%
159
DIFTYDAITO TRUST CONSTRUCTION
123,700$2.9B0.07%
160
P6J2PJSC POLYUS GOLD ADR
24,800$2.6B0.07%
161
YRIYAMANA GOLD INC
446,600$2.5B0.07%
162
FLEXFLEX LTD
141,400$2.5B0.06%
163
HZNPHORIZON THERAPEUTICS INC.
29,800$2.2B0.06%
164
VOOVANGUARD S&P 500 ETF
5,653$1.9B0.05%
165
NUVEEN KENTUCKY MUNICIPAL BOND
169,912$1.9B0.05%
166
GISGENERAL MILLS
26,238$1.5B0.04%
167
ETNEATON CORP PLC
12,085$1.5B0.04%
168
ALIZYALLIANZ SE
57,946$1.4B0.04%
169
METMETLIFE INC.
28,308$1.3B0.03%
170
PFEPFIZER INC
32,808$1.2B0.03%
171
NGGNATIONAL GRID TRANSCO PLC ADR
19,187$1.1B0.03%
172
OHIOMEGA HEALTHCARE INVS
30,752$1.1B0.03%
173
MFCMANULIFE FINANACIAL CORP
61,617$1.1B0.03%
174
PPLPPL CORP
38,364$1.1B0.03%
175
IBMINTL. BUSINESS MACHS CO
8,304$1.0B0.03%
176
MCDMCDONALDS CORP
4,788$1.0B0.03%
177
BNSBANK NOVA SCOTIA HALIFAX
18,346$991.0M0.03%
178
TAT&T INC COM
33,724$970.0M0.02%
179
PPRUYKERING UNSPONSORED ADR
12,830$930.0M0.02%
180
GSKGLAXOSMITHKLINE PLC
20,959$771.0M0.02%
181
PACWUSDPACWEST BANCORP
28,903$734.0M0.02%
182
NVDANVIDIA CORP
1,380$721.0M0.02%
183
MUBISHARES NATIONAL MUNI BOND ETF
5,555$649.0M0.02%
184
HTHTHUAZHU GROUP LTD
13,994$630.0M0.02%
185
BSVVANGUARD BD INDEX FD INC
7,555$626.0M0.02%
186
TODD IIV COLLECTIVE FUND
42,500$544.0M0.01%
187
JNJJOHNSON & JOHNSON COM
3,288$517.0M0.01%
188
PGPROCTER & GAMBLE
3,478$484.0M0.01%
189
XOMEXXON MOBIL
10,998$453.0M0.01%
190
ROSTROSS STORES INC COM
3,544$435.0M0.01%
191
CSCOCISCO SYS INC COM
9,097$407.0M0.01%
192
BLKCHFBLACKROCK INC
546$394.0M0.01%
193
KENTUCKY BANCSHARES INC
16,800$348.0M0.01%
194
SNNSMITH & NEPHEW PLC ADR
8,086$341.0M0.01%
195
RTXRAYTHEON TECHNOLOGIES CORP
4,405$315.0M0.01%
196
EIMEATON VANCE MUNICIPAL BD
22,829$310.0M0.01%
197
PCRFYUSDPANASONIC CORPORATION
23,074$270.0M0.01%
198
LIVNLIVANOVA PLC
4,016$266.0M0.01%
199
TIPISHARES BARCLAYS TIPS BOND FUN
2,060$263.0M0.01%
200
BF/BBROWN FORMAN CL B
3,279$260.0M0.01%
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