OCAM
Onex Canada Asset Management Portfolio holdings
AUM
$820M
This Quarter Return
+4.2%
1 Year Return
+22.37%
3 Year Return
+75.46%
5 Year Return
+150.35%
10 Year Return
+336.75%
AUM
$1.53B
AUM Growth
–
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.12%
Holding
114
New
113
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$51M |
| 2 |
Qualcomm
QCOM
|
$47.9M |
| 3 |
ADT
ADT CORP
ADT
|
$44.1M |
| 4 |
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
|
$43.2M |
| 5 |
Wells Fargo
WFC
|
$41.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.83% |
| 2 | Consumer Discretionary | 12.56% |
| 3 | Communication Services | 11.63% |
| 4 | Technology | 10.2% |
| 5 | Healthcare | 9.71% |
