Titelia

Holdings of AAM Todd International Intrinsic Value ETF

ETF Series Solutions · Original filing · Compare with another fund · Report an error

Net assets
28M $ including 27.1M $ in equities, 96.6 %
Positions
64 in 19 countries
Top ten
22.4 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 1,764698.6K $2.49 %
2Mitsubishi UFJ Financial Group Inc 37,728677.2K $2.42 %
3Marubeni Corp 1,701663.7K $2.37 %
4Banco Santander SA 53,945657.6K $2.35 %
5AerCap Holdings NV 4,563648.9K $2.31 %
6ING Groep NV 22,173641.5K $2.29 %
7Teva Pharmaceutical Industries Ltd 17,171602.2K $2.15 %
8Barclays PLC 24,201566.5K $2.02 %
9Novartis AG 3,811563.5K $2.01 %
10Prysmian SpA 7,364558.6K $1.99 %
11TechnipFMC PLC 7,289550.8K $1.96 %
12NatWest Group PLC 33,653535.4K $1.91 %
13KB Financial Group Inc 4,783532K $1.90 %
14ORIX Corp 15,644525.8K $1.88 %
15Repsol SA 19,221519.7K $1.85 %
16DBS Group Holdings Ltd 2,677496.4K $1.77 %
17ITOCHU Corp 39,927495.5K $1.77 %
18British American Tobacco PLC 8,412494.6K $1.76 %
19Itau Unibanco Holding SA 56,253489.4K $1.75 %
20Japan Tobacco Inc 25,869482.7K $1.72 %
21AXA SA 10,033482K $1.72 %
22Alibaba Group Holding Ltd 3,516463.7K $1.65 %
23Koninklijke Ahold Delhaize NV 9,733459.5K $1.64 %
24Techtronic Industries Co Ltd 6,186447.7K $1.60 %
25Manulife Financial Corp 11,283443.3K $1.58 %
26Veolia Environnement SA 20,953443.2K $1.58 %
27Yum China Holdings Inc 9,013436.7K $1.56 %
28Petroleo Brasileiro SA - Petrobras 19,746435K $1.55 %
29CRH PLC 3,654432.7K $1.54 %
30Vale SA 26,118427.3K $1.52 %
31BAE Systems PLC 3,698412.9K $1.47 %
32Chubb Ltd 1,256410.7K $1.47 %
33Standard Bank Group Ltd 20,943403.2K $1.44 %
34BNP Paribas SA 7,628400.4K $1.43 %
35Vinci SA 10,594399.8K $1.43 %
36Canadian Imperial Bank of Commerce 3,537394.2K $1.41 %
37ZTO Express Cayman Inc 15,288391.2K $1.40 %
38Rio Tinto PLC 3,805382.3K $1.36 %
39Intesa Sanpaolo SpA 9,264378K $1.35 %
40Shionogi & Co Ltd 36,918371.8K $1.33 %
41Vipshop Holdings Ltd 25,204362.7K $1.29 %
42Heidelberg Materials AG 8,152360.8K $1.29 %
43Tokyo Electron Ltd 2,379357.6K $1.28 %
44Smith & Nephew PLC 11,535356.8K $1.27 %
45Shell PLC 3,927356.1K $1.27 %
46Hitachi Ltd 11,185354.3K $1.26 %
47Naspers Ltd 32,399353.8K $1.26 %
48NetEase Inc 2,954347.1K $1.24 %
49TotalEnergies SE 3,652338.6K $1.21 %
50Fujitsu Ltd 16,843336.9K $1.20 %
51Deutsche Telekom AG 10,430336.8K $1.20 %
52NXP Semiconductors NV 1,147336.7K $1.20 %
53Lenovo Group Ltd 11,153336.7K $1.20 %
54Medtronic PLC 4,153336.3K $1.20 %
55Brambles Ltd 9,474311.2K $1.11 %
56Komatsu Ltd 7,176307.9K $1.10 %
57Fresenius Medical Care AG 12,643285.4K $1.02 %
58Sanofi SA 6,107284.5K $1.01 %
59PDD Holdings Inc 2,411240.8K $0.86 %
60Daiwa House Industry Co Ltd 7,861240.5K $0.86 %
61Cie de Saint-Gobain SA 13,139240K $0.86 %
62Daimler Truck Holding AG 8,236208.2K $0.74 %
63Capgemini SE 6,379154.6K $0.55 %
64JD.COM INC 4,438134.6K $0.48 %

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Sector breakdown

  • Financials 22.8 %
  • Industrials 8.6 %
  • Technology 7.2 %
  • Materials 6.8 %
  • Energy 6.2 %
  • Health care 4.4 %
  • Consumer staples 3.5 %
  • Consumer discretionary 2.6 %
  • Communication 2.5 %
  • Unattributed 35.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 16.1 %
  • Japan 15.3 %
  • United Kingdom 12.1 %
  • France 10.1 %
  • Netherlands 7.7 %
  • Brazil 5.0 %
  • Spain 4.3 %
  • Italy 3.5 %
  • Germany 3.3 %
  • Canada 3.1 %
  • South Africa 2.8 %
  • China 2.7 %
  • Other countries 14.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States104.4M $16.06 %
2Japan104.1M $15.27 %
3United Kingdom73.3M $12.08 %
4France82.7M $10.12 %
5Netherlands42.1M $7.70 %
6Brazil31.4M $4.99 %
7Spain21.2M $4.35 %
8Italy2936.5K $3.46 %
9Germany3905.8K $3.34 %
10Canada2837.5K $3.09 %
11South Africa2756.9K $2.79 %
12China2727.9K $2.69 %
Cite this page

Titelia. "Holdings of AAM Todd International Intrinsic Value ETF". https://titelia.com/en/funds/S000093585