GMI

Greystone Managed Investments Portfolio holdings

AUM $1.65B
1-Year Est. Return 7.9%
This Quarter Est. Return
1 Year Est. Return
+7.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$31.3M
3
+$25.5M
4
SJR
Shaw Communications Inc.
SJR
+$8.48M
5
SLF icon
Sun Life Financial
SLF
+$8.36M

Top Sells

1
+$28.6M
2
+$21M
3
+$16.6M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$9.27M
5
CVS icon
CVS Health
CVS
+$9.11M

Sector Composition

1 Financials 37.14%
2 Energy 17.86%
3 Industrials 13.98%
4 Technology 8.67%
5 Utilities 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 0.71%
261,132
-16,609
27
$15.8M 0.7%
134,566
-9,816
28
$15.8M 0.69%
291,949
-22,482
29
$14.6M 0.64%
169,013
-14,521
30
$11.9M 0.52%
307,620
-20,920
31
$11.8M 0.52%
106,303
-6,591
32
$11.3M 0.5%
302,046
+35,230
33
$11.3M 0.5%
327,796
-18,236
34
$11.2M 0.49%
204,082
-16,455
35
$11.1M 0.49%
44,430
-3,413
36
$11M 0.48%
106,299
-5,783
37
$10.9M 0.48%
81,487
-4,510
38
$10.7M 0.47%
157,919
-8,691
39
$10.5M 0.46%
175,973
-10,958
40
$10.5M 0.46%
195,910
-10,890
41
$10.3M 0.45%
344,728
+17,512
42
$10.3M 0.45%
446,397
-24,900
43
$10.1M 0.44%
351,702
-144
44
$10.1M 0.44%
569,270
-32,290
45
$9.8M 0.43%
114,309
-9,133
46
$9.64M 0.42%
91,228
+4,889
47
$9.52M 0.42%
90,971
-4,955
48
$9.5M 0.42%
898,120
-61,600
49
$9.39M 0.41%
167,170
-9,003
50
$9.33M 0.41%
248,760
+36,420
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