BGC

Beutel, Goodman & Co Portfolio holdings

AUM $16.6B
1-Year Est. Return 7.47%
This Quarter Est. Return
1 Year Est. Return
+7.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.8B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$102M
3
+$101M
4
BN icon
Brookfield
BN
+$101M
5
BNS icon
Scotiabank
BNS
+$95.7M

Top Sells

1
+$175M
2
+$74M
3
+$48.6M
4
TU icon
Telus
TU
+$38.3M
5
JPM icon
JPMorgan Chase
JPM
+$12.2M

Sector Composition

1 Financials 43.32%
2 Energy 14.52%
3 Communication Services 13.02%
4 Industrials 7.98%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$124M 1.05%
2,641,037
-33,478
27
$102M 0.86%
+1,659,887
28
$101M 0.86%
+2,154,644
29
– –
-5,967,046
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