Canada Life

Canada Life Portfolio holdings

AUM $69.9B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.8B
AUM Growth
+$6.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1
+$809M
2
+$680M
3
+$547M
4
BMO icon
Bank of Montreal
BMO
+$430M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$388M

Top Sells

1
+$63.7M
2
+$60.8M
3
+$56.2M
4
VLO icon
Valero Energy
VLO
+$49.8M
5
DIS icon
Walt Disney
DIS
+$47.1M

Sector Composition

1 Financials 21.08%
2 Technology 14.97%
3 Healthcare 10.31%
4 Consumer Discretionary 9.44%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$225K ﹤0.01%
20,619
+8,601
2002
$224K ﹤0.01%
14,853
2003
$223K ﹤0.01%
9,271
2004
$222K ﹤0.01%
42,573
+6,244
2005
$222K ﹤0.01%
3,113
2006
$222K ﹤0.01%
11,080
+903
2007
$221K ﹤0.01%
2,425
+2
2008
$221K ﹤0.01%
6,160
-537
2009
$219K ﹤0.01%
9,069
2010
$218K ﹤0.01%
+12,854
2011
$217K ﹤0.01%
+588
2012
$216K ﹤0.01%
19,792
-3,840
2013
$215K ﹤0.01%
6,139
-1,073
2014
$215K ﹤0.01%
10,425
-82,983
2015
$213K ﹤0.01%
6,510
+63
2016
$210K ﹤0.01%
6,790
2017
$210K ﹤0.01%
+12,653
2018
$209K ﹤0.01%
+71
2019
$208K ﹤0.01%
2,108
+160
2020
$207K ﹤0.01%
+2,399
2021
$207K ﹤0.01%
12,366
2022
$206K ﹤0.01%
690
-75
2023
$205K ﹤0.01%
5,173
+27
2024
$204K ﹤0.01%
+6,734
2025
$204K ﹤0.01%
8,897
+1,143
79 80
81
82 83