Tdam USA Inc. 13F 持仓 · 最近申报 2021年Q4
Tdam USA 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 240 只证券，申报市值合计 16.11 亿美元。前几大持仓：MSFT（6.13%）、BRK/A（4.22%）、ICLR（3.83%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $98.7M | 6.13% | 293,438 | 减持 |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $68.0M | 4.22% | 151 | 减持 |
| 3 | ICLR | ICON PLC | $61.7M | 3.83% | 199,149 | 增持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $51.9M | 3.22% | 431,509 | 减持 |
| 5 | RIO | RIO TINTO PLC | $51.1M | 3.17% | 762,668 | 减持 |
| 6 | AAPL | APPLE INC | $50.5M | 3.14% | 284,663 | 减持 |
| 7 | NICE | NICE LTD | $47.1M | 2.92% | 155,149 | 减持 |
| 8 | GOOG | ALPHABET INC | $39.3M | 2.44% | 13,571 | 减持 |
| 9 | META | META PLATFORMS INC | $30.3M | 1.88% | 89,974 | 增持 |
| 10 | AMZN | AMAZON COM INC | $26.7M | 1.66% | 8,010 | 增持 |
| 11 | MRK | MERCK & CO INC | $25.6M | 1.59% | 333,932 | 增持 |
| 12 | PG | PROCTER AND GAMBLE CO | $25.1M | 1.56% | 153,476 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $24.1M | 1.49% | 152,031 | 增持 |
| 14 | UNH | UNITEDHEALTH GROUP INC | $22.6M | 1.40% | 45,011 | 减持 |
| 15 | HD | HOME DEPOT INC | $21.5M | 1.34% | 51,836 | 减持 |
| 16 | ABBV | ABBVIE INC | $20.9M | 1.30% | 154,339 | 减持 |
| 17 | CMCSA | COMCAST CORP NEW | $19.4M | 1.21% | 386,004 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.1M | 1.19% | 63,941 | 增持 |
| 19 | EMR | EMERSON ELEC CO | $19.2M | 1.19% | 206,271 | 增持 |
| 20 | AVGO | BROADCOM INC | $18.6M | 1.15% | 27,885 | 减持 |
| 21 | WMT | WALMART INC | $18.5M | 1.15% | 127,617 | 减持 |
| 22 | BLK | BLACKROCK INC | $18.1M | 1.12% | 19,715 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $18.1M | 1.12% | 105,663 | 减持 |
| 24 | CNC | CENTENE CORP DEL | $17.2M | 1.07% | 208,894 | 增持 |
| 25 | KO | COCA COLA CO | $15.5M | 0.96% | 261,638 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR