GIM
Gold Investment Management Portfolio holdings
AUM
$298M
1-Year Est. Return
21.66%
1 Year Est. Return
+21.66%
AUM
$266M
AUM Growth
+$29M
(+12%)
Holding
217
Top Buys
| 1 | +$2.32M | |
| 2 | +$1.01M | |
| 3 | +$670K | |
| 4 |
Toyota
TM
|
+$564K |
| 5 |
Applied Materials
AMAT
|
+$562K |
Top Sells
| 1 | +$2.11M | |
| 2 | +$2M | |
| 3 | +$1.51M | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$1.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Enbridge
ENB
$104B
| $3.33M | 1.25% |
73,450
+1,114
|
|
||
27
Oracle
ORCL
$635B
| $3.31M | 1.25% |
15,149
+2,289
|
|
||
28
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
| $3.27M | 1.23% |
51,746
+3,023
|
|
||
29
Realty Income
O
$52.3B
| $3.26M | 1.23% |
56,483
-6,253
|
|
||
30
iShares Core MSCI EAFE ETF
IEFA
$158B
| $3.18M | 1.2% |
38,149
+12,144
|
|
||
31
Mastercard
MA
$490B
| $3.06M | 1.15% |
5,435
+113
|
|
||
32
BCE
BCE
$21.3B
| $3.03M | 1.14% |
136,765
+7,519
|
|
||
33
Goldman Sachs
GS
$237B
| $3M | 1.13% |
4,241
+95
|
|
||
34
Canadian Natural Resources
CNQ
$69.9B
| $2.97M | 1.12% |
93,840
+1,319
|
|
||
35
Cisco
CSCO
$307B
| $2.95M | 1.11% |
42,596
-313
|
|
||
36
Amazon
AMZN
$2.51T
| $2.94M | 1.11% |
13,370
-59
|
|
||
|
37
Toyota
TM
$266B
| $2.92M | 1.1% |
16,966
+3,281
|
|
||
38
Johnson & Johnson
JNJ
$472B
| $2.91M | 1.1% |
18,790
+279
|
|
||
39
Medtronic
MDT
$123B
| $2.91M | 1.09% |
32,882
+531
|
|
||
40
Vanguard Total International Stock ETF
VXUS
$108B
| $2.86M | 1.08% |
41,372
+295
|
|
||
41
Sun Life Financial
SLF
$33B
| $2.72M | 1.03% |
40,951
+245
|
|
||
42
Markel Group
MKL
$26B
| $2.65M | 1% |
1,330
+40
|
|
||
43
Brookfield Asset Management
BAM
$83B
| $2.58M | 0.97% |
47,138
+1,159
|
|
||
44
Digital Realty Trust
DLR
$54.3B
| $2.54M | 0.96% |
14,770
-1,236
|
|
||
45
Norfolk Southern
NSC
$63.7B
| $2.53M | 0.95% |
9,767
+273
|
|
||
46
Bank of Montreal
BMO
$88.8B
| $2.49M | 0.94% |
22,427
+210
|
|
||
47
Blackrock
BLK
$164B
| $2.48M | 0.94% |
2,361
+63
|
|
||
48
Brookfield Renewable
BEP
$8.2B
| $2.43M | 0.91% |
95,158
+2,810
|
|
||
49
Eli Lilly
LLY
$918B
| $2.24M | 0.84% |
2,887
|
|
||
50
Imperial Oil
IMO
$49.2B
| $2.24M | 0.84% |
28,161
+79
|
|