GP

Greenline Partners Portfolio holdings

AUM $823M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$7.07M
3 +$6.12M
4
WMB icon
Williams Companies
WMB
+$5.74M
5
ENB icon
Enbridge
ENB
+$5.5M

Top Sells

1 +$41.3M
2 +$25M
3 +$5.7M
4
SU icon
Suncor Energy
SU
+$5.62M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.44M

Sector Composition

1 Materials 21.6%
2 Financials 8.25%
3 Healthcare 6.68%
4 Technology 6.13%
5 Energy 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,367