CF

Canoe Financial Portfolio holdings

AUM $7B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.02B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$129M
2 +$97.5M
3 +$80.3M
4
CRM icon
Salesforce
CRM
+$57.3M
5
MTB icon
M&T Bank
MTB
+$57.1M

Top Sells

1 +$101M
2 +$89.2M
3 +$81M
4
WPM icon
Wheaton Precious Metals
WPM
+$71.3M
5
AEM icon
Agnico Eagle Mines
AEM
+$56.8M

Sector Composition

1 Financials 28.16%
2 Technology 16.85%
3 Industrials 10.23%
4 Consumer Discretionary 9.63%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SMH icon
101
VanEck Semiconductor ETF
SMH
$34.9B
-1,665
LBRT icon
102
Liberty Energy
LBRT
$2.48B
-381,139
HUM icon
103
Humana
HUM
$33.1B
-562
DLTR icon
104
Dollar Tree
DLTR
$19.7B
-475,221
DFS
105
DELISTED
Discover Financial Services
DFS
-594,385
DEO icon
106
Diageo
DEO
$54.3B
-45,000
CVE icon
107
Cenovus Energy
CVE
$29.9B
-120,000
BDX icon
108
Becton Dickinson
BDX
$54.2B
-28,741
CTRA icon
109
Coterra Energy
CTRA
$17.4B
-837,200