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
$10.3B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$101M
2 +$93.2M
3 +$67.1M
4
WBA
Walgreens Boots Alliance
WBA
+$59.2M
5
SJR
Shaw Communications Inc.
SJR
+$27.5M

Top Sells

1 +$305M
2 +$282M
3 +$99.2M
4
CSCO icon
Cisco
CSCO
+$55.5M
5
RBA icon
RB Global
RBA
+$51.3M

Sector Composition

1 Financials 20.99%
2 Technology 16.74%
3 Consumer Discretionary 15.89%
4 Industrials 13.38%
5 Healthcare 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,155,865
102
-1,154