HCM
Heathbridge Capital Management Portfolio holdings
AUM
$249M
This Quarter Return
+0.65%
1 Year Return
+21.04%
3 Year Return
+29.86%
5 Year Return
+81.75%
10 Year Return
+120.19%
AUM
$389M
AUM Growth
+$389M
(+2%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
70.56%
Holding
26
New
1
Increased
12
Reduced
7
Closed
1
Top Buys
| 1 |
Toronto Dominion Bank
TD
|
$2.57M |
| 2 |
BCE
BCE
|
$1.59M |
| 3 |
TC Energy
TRP
|
$333K |
| 4 |
Thomson Reuters
TRI
|
$171K |
| 5 |
Magna International
MGA
|
$169K |
Top Sells
| 1 |
Suncor Energy
SU
|
$2.23M |
| 2 |
SYT
Syngenta Ag
SYT
|
$454K |
| 3 |
Walt Disney
DIS
|
$211K |
| 4 |
Automatic Data Processing
ADP
|
$205K |
| 5 |
Comcast
CMCSA
|
$156K |
Sector Composition
| 1 | Technology | 19.64% |
| 2 | Financials | 19.38% |
| 3 | Communication Services | 15.1% |
| 4 | Industrials | 11.26% |
| 5 | Energy | 9.54% |