LD

Lipe & Dalton Portfolio holdings

AUM $185M
1-Year Est. Return 17.63%
This Quarter Est. Return
1 Year Est. Return
+17.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$971K
3 +$679K
4
BCE icon
BCE
BCE
+$587K
5
GS icon
Goldman Sachs
GS
+$458K

Top Sells

1 +$3.2M
2 +$1.76M
3 +$1.24M
4
DHR icon
Danaher
DHR
+$1.17M
5
CM icon
Canadian Imperial Bank of Commerce
CM
+$987K

Sector Composition

1 Healthcare 21.69%
2 Financials 17.88%
3 Technology 16.74%
4 Industrials 14.56%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$22K 0.02%
100
102
$18K 0.01%
134
-23
103
$12K 0.01%
75
104
$11K 0.01%
100
-10
105
-500
106
-103