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
$237M
AUM Growth
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$942K
3
+$417K
4
TU icon
Telus
TU
+$353K
5
BN icon
Brookfield
BN
+$348K

Top Sells

1
+$1.49M
2
+$1.13M
3
+$483K
4
TSLA icon
Tesla
TSLA
+$427K
5
AAPL icon
Apple
AAPL
+$193K

Sector Composition

1 Financials 28.69%
2 Industrials 13.53%
3 Technology 11.46%
4 Healthcare 7.22%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$6.94M 2.93%
18,493
-3,965
TD icon
2
Toronto Dominion Bank
TD
$135B
$6.8M 2.87%
113,463
+5,382
BNS icon
3
Scotiabank
BNS
$79.2B
$6.58M 2.78%
138,669
+6,641
TSM icon
4
TSMC
TSM
$1.53T
$6.31M 2.67%
38,038
-2,910
MFC icon
5
Manulife Financial
MFC
$53.5B
$5.97M 2.52%
191,492
+8,275
CP icon
6
Canadian Pacific Kansas City
CP
$70.2B
$5.81M 2.46%
82,823
+3,547
SU icon
7
Suncor Energy
SU
$46.8B
$5.7M 2.41%
147,142
+2,328
BN icon
8
Brookfield
BN
$99.8B
$5.15M 2.18%
98,456
+6,643
RY icon
9
Royal Bank of Canada
RY
$206B
$5.12M 2.17%
45,469
+1,403
CNI icon
10
Canadian National Railway
CNI
$59.7B
$4.9M 2.07%
50,322
+2,601
UNP icon
11
Union Pacific
UNP
$134B
$4.81M 2.03%
20,352
+191
BIP icon
12
Brookfield Infrastructure Partners
BIP
$15.9B
$4.7M 1.98%
157,793
+14,020
JPM icon
13
JPMorgan Chase
JPM
$810B
$4.69M 1.98%
19,123
+242
AMAT icon
14
Applied Materials
AMAT
$179B
$4.04M 1.71%
27,821
+667
LMT icon
15
Lockheed Martin
LMT
$116B
$3.98M 1.68%
8,920
+309
GRP.U
16
Granite Real Estate Investment Trust
GRP.U
$3.44B
$3.89M 1.64%
83,471
+4,212
BAC icon
17
Bank of America
BAC
$376B
$3.68M 1.56%
88,282
-2,638
O icon
18
Realty Income
O
$54.8B
$3.64M 1.54%
62,736
+2,528
WMT icon
19
Walmart
WMT
$859B
$3.6M 1.52%
41,048
+614
CSX icon
20
CSX Corp
CSX
$68.2B
$3.5M 1.48%
118,809
+1,422
FTS icon
21
Fortis
FTS
$26B
$3.42M 1.45%
75,064
+4,247
VEA icon
22
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.4M 1.44%
66,817
XLK icon
23
Technology Select Sector SPDR Fund
XLK
$93.7B
$3.3M 1.39%
15,966
+1,058
SPY icon
24
SPDR S&P 500 ETF Trust
SPY
$660B
$3.22M 1.36%
5,764
-114
ENB icon
25
Enbridge
ENB
$103B
$3.2M 1.35%
72,336
+3,903
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