GIM

Gold Investment Management Portfolio holdings

AUM $266M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.01M
3
+$670K
4
TM icon
Toyota
TM
+$564K
5
AMAT icon
Applied Materials
AMAT
+$562K

Top Sells

1
+$2.11M
2
+$2M
3
+$1.51M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.25M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$1.15M

Sector Composition

1 Financials 29.93%
2 Technology 15.04%
3 Industrials 13.47%
4 Healthcare 6.13%
5 Energy 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$9.66M 3.64%
19,548
+1,055
TSM icon
2
TSMC
TSM
$1.53T
$9.25M 3.48%
41,008
+2,970
TD icon
3
Toronto Dominion Bank
TD
$135B
$8.46M 3.18%
114,797
+1,334
BNS icon
4
Scotiabank
BNS
$79.2B
$7.88M 2.97%
142,484
+3,815
CP icon
5
Canadian Pacific Kansas City
CP
$70.2B
$6.72M 2.53%
84,079
+1,256
MFC icon
6
Manulife Financial
MFC
$53.5B
$6.23M 2.35%
194,845
+3,353
BN icon
7
Brookfield
BN
$99.8B
$6.12M 2.3%
99,224
+768
RY icon
8
Royal Bank of Canada
RY
$206B
$6.11M 2.3%
46,258
+789
TSLA icon
9
Tesla
TSLA
$1.46T
$5.74M 2.16%
19,075
+7,724
AMAT icon
10
Applied Materials
AMAT
$179B
$5.67M 2.13%
30,887
+3,066
SU icon
11
Suncor Energy
SU
$46.8B
$5.63M 2.12%
150,311
+3,169
JPM icon
12
JPMorgan Chase
JPM
$810B
$5.63M 2.12%
19,382
+259
BIP icon
13
Brookfield Infrastructure Partners
BIP
$15.9B
$5.5M 2.07%
164,114
+6,321
CNI icon
14
Canadian National Railway
CNI
$59.7B
$5.32M 2%
51,016
+694
UNP icon
15
Union Pacific
UNP
$134B
$4.77M 1.8%
20,455
+103
LMT icon
16
Lockheed Martin
LMT
$116B
$4.38M 1.65%
9,427
+507
GRP.U
17
Granite Real Estate Investment Trust
GRP.U
$3.44B
$4.22M 1.59%
83,073
-398
BAC icon
18
Bank of America
BAC
$376B
$4.21M 1.59%
88,438
+156
WMT icon
19
Walmart
WMT
$859B
$4.08M 1.53%
41,576
+528
CM icon
20
Canadian Imperial Bank of Commerce
CM
$74.6B
$4.04M 1.52%
56,961
+336
CSX icon
21
CSX Corp
CSX
$68.2B
$4M 1.51%
121,274
+2,465
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.79M 1.43%
66,513
-304
FTS icon
23
Fortis
FTS
$26B
$3.66M 1.38%
76,702
+1,638
SPY icon
24
SPDR S&P 500 ETF Trust
SPY
$660B
$3.61M 1.36%
5,852
+88
NDAQ icon
25
Nasdaq
NDAQ
$50.8B
$3.34M 1.26%
37,508
+6,033
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