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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001527488

TOBAM

PARIS, I0 · File #028-14715

Latest AUM
$276,010
Positions
247
Top-10 Concentration
33.8%
Filings
12

Sector Allocation

Healthcare
19.1%$52,743
Consumer Staples
14.2%$39,237
Technology
10.1%$27,888
Utilities
5.2%$14,232
Financials
3.5%$9,661
Industrials
1.7%$4,632
Energy
0.8%$2,313
Real Estate
0.7%$2,004
Materials
0.0%$114

Filing History

View all filings →

Top 20 Holdings — Sep 2025

#IssuerTickerSharesValue% of Portfolio
1STRATEGY INCSTRK27,189$8,7613.95%
2CONSOLIDATED EDISON INCED75,802$7,6203.43%
3HERSHEY CO/THEHSY40,449$7,5663.41%
4CBOE HOLDINGS INC12503M10830,756$7,5433.40%
5KROGER COKR111,482$7,5153.39%
6CHURCH & DWIGHT CO INCCHD85,412$7,4853.37%
7VERIZON COMMUNICATIONS INCVZ169,592$7,4543.36%
8AT&T INCT-PC262,322$7,4083.34%
9CENCORA INCCOR22,053$6,8923.10%
10CLOROX COMPANYCLX54,281$6,6933.02%
11EXELON CORPEXC146,893$6,6122.98%
12ELECTRONIC ARTS INCEA32,651$6,5862.97%
13ALPHABET INC-CL AGOOG25,884$6,2922.83%
14DOLLAR GENERAL CORP25667710552,447$5,4202.44%
15UNITEDHEALTH GROUP INCUNH15,105$5,2162.35%
16EDWARDS LIFESCIENCES CORPEW67,056$5,2152.35%
17AMERICAN TOWER CORP03027X10026,169$5,0332.27%
18T-MOBILE US INCTMUSZ19,553$4,6812.11%
19GENERAL MILLS INC37033410491,435$4,6102.08%
20LPL FINANCIAL HOLDINGS INC50212V10013,648$4,5412.05%