LI
Louisbourg Investments Portfolio holdings
AUM
$424M
This Quarter Return
-1.27%
1 Year Return
+21.57%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
+$357M
(-0.78%)
Cap. Flow
+$7.03M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
29.44%
Holding
174
New
10
Increased
44
Reduced
47
Closed
5
Top Buys
| 1 |
Canadian Natural Resources
CNQ
|
$3.93M |
| 2 |
CBRE Group
CBRE
|
$3.21M |
| 3 |
Restaurant Brands International
QSR
|
$2.77M |
| 4 |
Kinross Gold
KGC
|
$2.48M |
| 5 |
Agnico Eagle Mines
AEM
|
$2.32M |
Top Sells
| 1 |
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
|
$6.62M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.43M |
| 3 |
Royal Bank of Canada
RY
|
$2.86M |
| 4 |
TFI International
TFII
|
$2.31M |
| 5 |
Stantec
STN
|
$2.28M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Financials | 14.89% |
| 3 | Industrials | 13.35% |
| 4 | Materials | 9.72% |
| 5 | Communication Services | 9.09% |
