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
51
$9.31M 0.41%
165,054
-11,231
52
$9.05M 0.4%
293,690
-15,791
53
$8.67M 0.38%
83,607
-5,679
54
$8.55M 0.38%
271,374
-53,843
55
$8.45M 0.37%
10,694
-886
56
$8.43M 0.37%
5,753
-392
57
$8.36M 0.37%
+217,559
58
$8.33M 0.37%
+59,056
59
$8.25M 0.36%
+35,746
60
$8.19M 0.36%
369,250
+33,280
61
$8.02M 0.35%
50,117
-10,698
62
$7.77M 0.34%
67,143
+12,185
63
$7.76M 0.34%
144,980
-9,920
64
$7.57M 0.33%
97,030
-6,640
65
$7.51M 0.33%
41,209
-2,798
66
$7.2M 0.32%
227,649
-14,177
67
$7.12M 0.31%
61,879
-19,894
68
$6.83M 0.3%
95,929
-6,500
69
$6.63M 0.29%
154,221
-10,580
70
$6.45M 0.28%
125,425
-56,827
71
$6.09M 0.27%
1,307,250
72
$5.75M 0.25%
1,003,760
73
$5.61M 0.25%
126,943
-8,712
74
$5.38M 0.24%
+125,010
75
$4.47M 0.2%
687,970
1 2
3
4