T

TOBAM

13F
TOBAM
Last update 2025-04-16 251 Stocks (19 new)
Value $234.00 Mil Turnover 16 %
Countries:

TOBAM Profile

TOBAM is an investment management firm based out of Paris, France. The company was established in 2006 by Yves Choueifaty, who continues to have an active role in the company acting as its CEO, CIO, and president. TOBAM has grown from its inception to now operate with 35 financial professionals from 11 different nationalities located in its headquarters in Paris and additional location in New York. Since its inception, all of the company’s portfolios have been managed by the Portfolio Management & Research team, which currently has 13 employees. TOBAM conducts its research internally and utilizes a quantitative methodology to make its investment decisions. The company invests in the public equity and commodity market on a global scale. TOBAM invests most heavily in the consumer discretionary sector, which alone makes up almost a quarter of its total asset allocations, and also invests in the consumer staples, utilities and telecommunications, health care, information technology, materials, and energy sectors, among others to a lesser degree, in order of decreasing allocation. The company’s top 10 holdings make up just under a third of its total asset allocations and the company has a relatively high turnover rate of approximately 47.7%. TOBAM holds approximately $7.7 billion in total assets under management spread across 125 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total managed assets growing significantly from just under $1 billion back in 2011 to well over 7 times that amount today. TOBAM mainly caters to pension and profit sharing plans, which alone makes up over half of its client base. All of the company’s strategies are managed with TOBAM’s patented Anti-Benchmark methodology and include a variety of regional offerings such as France, Japan, Canada, and U.S. and Global, World, Emerging Markets, and All Countries World offerings.
TOBAM Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
T
AT&T Inc
251,234
7,110.0
-34.28%
3.040
-0.91%
0.000
+2.72%
+24.47%
197,303.4
Telecommunication Services
CBOE
Cboe Global Markets Inc
31,339
7,090.0
-16.85%
3.030
-0.38%
0.030
+12.98%
+24.15%
25,254.8
Capital Markets
VZ
Verizon Communications Inc
154,071
6,990.0
-14.21%
2.990
-0.31%
0.000
+1.07%
+12.88%
181,130.3
Telecommunication Services
GIS
General Mills Inc
113,137
6,760.0
-9.23%
2.890
-0.22%
0.020
-11.19%
-17.48%
27,636.7
Consumer Packaged Goods
HSY
The Hershey Co
38,890
6,650.0
+36.03%
2.840
+0.75%
0.020
+9.43%
+9.12%
36,811.1
Consumer Packaged Goods
MCK
McKesson Corp
9,686
6,520.0
-25.90%
2.790
-0.59%
0.010
+2.16%
+24.75%
88,615.4
Medical Distribution
CHD
Church & Dwight Co Inc
57,850
6,370.0
-13.23%
2.720
-0.28%
0.020
-5.23%
-5.75%
24,162.3
Consumer Packaged Goods
CLX
Clorox Co
41,736
6,150.0
-8.79%
2.630
-0.20%
0.030
-7.83%
-18.78%
15,995.7
Consumer Packaged Goods
ABBV
AbbVie Inc
27,644
5,790.0
-29.61%
2.470
-0.63%
0.000
+8.60%
+8.20%
330,511.7
Drug Manufacturers
LPLA
LPL Financial Holdings Inc
16,331
5,340.0
-18.88%
2.280
-0.38%
0.020
+24.80%
+14.85%
29,939.7
Capital Markets

TOBAM's Historical Top Holdings Breakdowns

TOBAM's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RBA
RB Global Inc
2025-03-31
Reduce
Reduce
-1.61%
â—Ź
88.48 ($95.41) 104.72
$107.32
12.48%
Reduce -98.02%
820
-40,625
EA
Electronic Arts Inc
2025-03-31
Add
Add
+1.51%
â—Ź
116.53 ($135.03) 146.29
$157.02
16.29%
Add 6171.65%
24,773
24,378
PFE
Pfizer Inc
2025-03-31
Reduce
Reduce
-1.29%
â—Ź
25.01 ($26.17) 27.13
$25.14
-3.94%
Reduce -70.43%
66,755
-158,987
UTHR
United Therapeutics Corp
2025-03-31
Reduce
Reduce
-1.27%
â—Ź
304.42 ($342.7) 380.78
$297.89
-13.08%
Reduce -64.94%
6,388
-11,834
TTC
The Toro Co
2025-03-31
Sold Out
Sold Out
-1.15%
â—Ź
71.86 ($79.05) 87.28
$74.98
-5.15%
Sold Out
0
-47,132
SJM
JM Smucker Co
2025-03-31
Reduce
Reduce
-1.09%
â—Ź
100.41 ($107.99) 118.41
$109.34
1.25%
Reduce -73.46%
11,726
-32,455
DECK
Deckers Outdoor Corp
2025-03-31
Reduce
Reduce
-1.01%
â—Ź
111.56 ($161.52) 223.11
$105.69
-34.57%
Reduce -93.29%
1,169
-16,251
COR
Cencora Inc
2025-03-31
Reduce
Reduce
-0.94%
â—Ź
224.74 ($251.19) 278.09
$292.97
16.63%
Reduce -58.37%
9,783
-13,715
ORCL
Oracle Corp
2025-03-31
Reduce
Reduce
-0.92%
â—Ź
139.81 ($162.81) 186.47
$238.11
46.25%
Reduce -76.44%
5,628
-18,262
WST
West Pharmaceutical Services Inc
2025-03-31
Add
Add
+0.92%
â—Ź
199.11 ($275.6) 347.87
$218.90
-20.57%
Add 213.65%
14,155
9,642

TOBAM Total Holding History ($B)

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TOBAM's Asset Allocation

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TOBAM Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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TOBAM's Hypothetical Growth since 2025-03-31

TOBAM's Yearly Returns

Year Portfolio % % Excess Gain %

TOBAM's Holdings Heat Map

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TOBAM's Holdings Bubble Chart

TOBAM News

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