MIM

Manitou Investment Management Portfolio holdings

AUM $573M
1-Year Est. Return 24.88%
This Quarter Est. Return
1 Year Est. Return
+24.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$9.1M
3
+$7.11M
4
TU icon
Telus
TU
+$6.77M
5
BCE icon
BCE
BCE
+$6.75M

Top Sells

1
+$10.5M
2
+$5.63M
3
+$3.08M
4
APH icon
Amphenol
APH
+$584K
5
JNJ icon
Johnson & Johnson
JNJ
+$361K

Sector Composition

1 Financials 32.8%
2 Technology 20.3%
3 Healthcare 13.27%
4 Energy 10.07%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.9M 9.83%
371,637
+118,020
2
$20.4M 6.47%
739,573
+178,056
3
$18.4M 5.86%
771,924
+136,200
4
$16.2M 5.14%
166,221
+42,010
5
$15.7M 4.99%
306,963
+57,040
6
$15.2M 4.81%
320,305
+57,015
7
$12.8M 4.07%
113,630
+50
8
$11.9M 3.78%
135,045
-2,280
9
$11.8M 3.76%
194,867
+34,000
10
$11.5M 3.66%
804,040
-40,780
11
$11.4M 3.61%
78,255
-764
12
$11.2M 3.56%
77,435
-1,590
13
$10.9M 3.45%
89,480
-2,974
14
$10.5M 3.33%
178,970
+155,043
15
$9.97M 3.17%
204,863
+62,800
16
$7.11M 2.26%
+45,300
17
$6.77M 2.15%
+423,572
18
$6.75M 2.14%
+143,584
19
$6.51M 2.07%
+314,390
20
$6.41M 2.03%
322,980
-155,090
21
$6.35M 2.02%
423,184
-698,322
22
$5.5M 1.75%
136,385
+2,800
23
$5M 1.59%
+111,150
24
$4.78M 1.52%
+214,004
25
$2.84M 0.9%
19,369
-162
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