PIC
PCJ Investment Counsel Portfolio holdings
AUM
$359M
1-Year Est. Return
50.4%
1 Year Est. Return
+50.4%
AUM
$293M
AUM Growth
+$37.1M
(+14%)
Holding
75
Top Buys
| 1 | +$8.6M | |
| 2 | +$6.21M | |
| 3 | +$5.19M | |
| 4 |
Methanex
MEOH
|
+$3.98M |
| 5 |
EXK
Endeavour Silver
EXK
|
+$3.35M |
Top Sells
| 1 | +$8.77M | |
| 2 | +$8.34M | |
| 3 | +$5.33M | |
| 4 |
Kinross Gold
KGC
|
+$4.61M |
| 5 |
Rogers Communications
RCI
|
+$4.42M |
Sector Composition
| 1 | Materials | 26.21% |
| 2 | Industrials | 23.18% |
| 3 | Financials | 18.78% |
| 4 | Energy | 16.7% |
| 5 | Technology | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Methanex
MEOH
$2.85B
| $3.98M | 1.36% |
+120,230
|
|
||
27
Canadian Imperial Bank of Commerce
CM
$81B
| $3.77M | 1.29% |
53,110
+20,610
|
|
||
28
Denison Mines
DNN
$2.23B
| $3.75M | 1.28% |
2,049,490
+497,070
|
|
||
29
OR Royalties Inc
OR
$6.1B
| $3.68M | 1.26% |
143,040
-58,180
|
|
||
30
Manulife Financial
MFC
$57.9B
| $3.66M | 1.25% |
114,421
-17,530
|
|
||
|
EXK
31
Endeavour Silver
EXK
$2.27B
| $3.35M | 1.14% |
+679,030
|
|
||
32
IAMGOLD
IAG
$7.9B
| $3.21M | 1.09% |
434,930
-149,210
|
|
||
33
Wells Fargo
WFC
$267B
| $3.2M | 1.09% |
+40,000
|
|
||
34
Scotiabank
BNS
$83.8B
| $2.83M | 0.97% |
51,100
+16,590
|
|
||
35
Telesat
TSAT
$368M
| $2.77M | 0.95% |
113,850
+1,050
|
|
||
|
ORLA
36
Orla Mining
ORLA
$4.13B
| $2.68M | 0.91% |
266,250
+119,620
|
|
||
37
Equinox Gold
EQX
$10B
| $2.57M | 0.88% |
444,360
+13,030
|
|
||
38
Wheaton Precious Metals
WPM
$47.3B
| $2.56M | 0.87% |
28,430
-8,100
|
|
||
39
Waste Connections
WCN
$43.2B
| $2.53M | 0.86% |
13,530
+320
|
|
||
40
Suncor Energy
SU
$53.3B
| $2.5M | 0.86% |
66,760
+2,760
|
|
||
41
Fortuna Silver Mines
FSM
$2.56B
| $2.42M | 0.83% |
368,110
-62,590
|
|
||
42
TC Energy
TRP
$57.5B
| $2.39M | 0.82% |
49,040
-710
|
|
||
|
SKE
43
Skeena Resources
SKE
$2.12B
| $2.32M | 0.79% |
146,060
-200
|
|
||
44
Sun Life Financial
SLF
$33B
| $2.28M | 0.78% |
+34,290
|
|
||
45
Alamos Gold
AGI
$14B
| $2.28M | 0.78% |
85,740
+23,560
|
|
||
46
Teck Resources
TECK
$20.1B
| $2.15M | 0.74% |
53,260
+32,090
|
|
||
47
TFI International
TFII
$7.05B
| $2M | 0.68% |
+22,320
|
|
||
|
48
Kinross Gold
KGC
$30.7B
| $1.96M | 0.67% |
125,200
-295,030
|
|
||
49
Cameco
CCJ
$36.9B
| $1.71M | 0.58% |
22,950
+2,500
|
|
||
|
SAND
50
DELISTED
Sandstorm Gold
SAND
| $1.64M | 0.56% |
+174,750
|
|