BAM

Burgundy Asset Management Portfolio holdings

AUM $10.6B
1-Year Est. Return 13.39%
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.87B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$182M
3
+$177M
4
BNS icon
Scotiabank
BNS
+$165M
5
CNQ icon
Canadian Natural Resources
CNQ
+$164M

Top Sells

No sells this quarter

Sector Composition

1 Financials 27.4%
2 Industrials 19.34%
3 Healthcare 10.27%
4 Technology 9.87%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$570K 0.01%
+8,995
102
$544K 0.01%
+4,736
103
$481K 0.01%
+19,694
104
$443K 0.01%
+7,094
105
$438K 0.01%
+10,421
106
$428K 0.01%
+15,000
107
$387K 0.01%
+5,000
108
$298K 0.01%
+18,161
109
$279K ﹤0.01%
+5,000
110
$253K ﹤0.01%
+15,586
111
$240K ﹤0.01%
+2,148
112
$132K ﹤0.01%
+11,600
113
$18K ﹤0.01%
+1,100
1 2 3 4
5