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
$13.3B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$63.5M
2
+$52.8M
3
+$34.9M
4
CMI icon
Cummins
CMI
+$29M
5
K icon
Kellanova
K
+$19.9M

Top Sells

1
+$45.6M
2
+$32.6M
3
+$9.01M
4
ORCL icon
Oracle
ORCL
+$7.81M
5
CIGI icon
Colliers International
CIGI
+$6.76M

Sector Composition

1 Financials 42.01%
2 Communication Services 14.44%
3 Energy 8.88%
4 Industrials 8.58%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K ﹤0.01%
+1,710
77
$31K ﹤0.01%
+846
78
$27K ﹤0.01%
+1,139
79
$26K ﹤0.01%
600
80
$21K ﹤0.01%
+910
81
$13K ﹤0.01%
+1,550
82
$4K ﹤0.01%
+96
83
– –
-2,500
84
– –
-375
1 2 3
4