MIM
Manitou Investment Management Portfolio holdings
AUM
$526M
This Quarter Return
+5.61%
1 Year Return
+17.63%
3 Year Return
+65.54%
5 Year Return
+136.54%
10 Year Return
+232.5%
AUM
$350M
AUM Growth
+$350M
(+6.3%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
66.59%
Holding
28
New
–
Increased
15
Reduced
8
Closed
–
Top Buys
| 1 |
Toronto Dominion Bank
TD
|
$10.8M |
| 2 |
Edwards Lifesciences
EW
|
$7.8M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$1.64M |
| 4 |
Scotiabank
BNS
|
$1.36M |
| 5 |
Diageo
DEO
|
$1.31M |
Top Sells
| 1 |
Mastercard
MA
|
$6.8M |
| 2 |
IBM
IBM
|
$6.5M |
| 3 |
CME Group
CME
|
$4.76M |
| 4 |
Suncor Energy
SU
|
$2.11M |
| 5 |
American Express
AXP
|
$889K |
Sector Composition
| 1 | Financials | 41.45% |
| 2 | Energy | 16.31% |
| 3 | Healthcare | 15.99% |
| 4 | Technology | 10.8% |
| 5 | Consumer Staples | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Illinois Tool Works
ITW
$77.1B
| $427K | 0.12% |
2,558
| – | – |
|