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
$2.28B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.21M
3
+$6.85M
4
BMO icon
Bank of Montreal
BMO
+$6.8M
5
GG
Goldcorp Inc
GG
+$6.46M

Top Sells

1
+$14.4M
2
+$8.73M
3
+$8.08M
4
CP icon
Canadian Pacific Kansas City
CP
+$8.07M
5
TD icon
Toronto Dominion Bank
TD
+$6.52M

Sector Composition

1 Financials 37.28%
2 Energy 17.94%
3 Industrials 12.74%
4 Technology 7.95%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 0.79%
243,107
+9,197
27
$17.2M 0.76%
534,470
-19,175
28
$16.4M 0.72%
139,655
+4,043
29
$15.5M 0.68%
161,894
+7,563
30
$14.3M 0.63%
2,732,734
-105,011
31
$13.7M 0.6%
284,940
+10,460
32
$13.2M 0.58%
575,694
-1,289
33
$13M 0.57%
41,846
+1,436
34
$12.9M 0.57%
211,230
+33,871
35
$12.9M 0.57%
343,680
+11,160
36
$12.9M 0.57%
719,250
-17,848
37
$12.9M 0.57%
91,351
-3,546
38
$12.7M 0.56%
77,831
+4,745
39
$12.3M 0.54%
263,974
-730
40
$12.3M 0.54%
168,628
+9,729
41
$11.6M 0.51%
342,021
+71,383
42
$11.5M 0.51%
232,610
+33,620
43
$11.4M 0.5%
83,652
-12,780
44
$11.1M 0.49%
301,314
+23,934
45
$11.1M 0.49%
301,712
+13,964
46
$10.9M 0.48%
171,641
+26,790
47
$10.7M 0.47%
409,011
+4,824
48
$10.6M 0.47%
154,743
+6,736
49
$10.5M 0.46%
190,293
+9,550
50
$10.3M 0.45%
92,481
+1,126
1
2
3 4