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PCOC

Power Corp of Canada Portfolio holdings

AUM $745M
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
-31.4%
1 Year Est. Return
+22.7%
3 Year Est. Return
-14.26%
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
-$705M
Cap. Flow
-$376M
Cap. Flow %
-76.36%
Top 10 Hldgs %
78.63%
Holding
220
New
11
Increased
28
Reduced
12
Closed
165

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$5.3M
2
ELV icon
Elevance Health
ELV
+$4.46M
3
PNR icon
Pentair
PNR
+$3.63M
4
VZ icon
Verizon
VZ
+$3.37M
5
GIB icon
CGI
GIB
+$3.19M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 60.51%
2 Healthcare 13.13%
3 Technology 10.74%
4 Financials 6.24%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPGI icon
176
S&P Global
SPGI
$121B
-114
Closed -$47K
SU icon
177
Suncor Energy
SU
$73.5B
-4,804
Closed -$157K
SWK icon
178
Stanley Black & Decker
SWK
$15.5B
-68
Closed -$10K
TD icon
179
Toronto Dominion Bank
TD
$201B
-102,747
Closed -$12.5M
TJX icon
180
TJX Companies
TJX
$175B
-362
Closed -$22K
TMO icon
181
Thermo Fisher Scientific
TMO
$221B
-37
Closed -$22K
TRI icon
182
Thomson Reuters
TRI
$44.9B
-2,240
Closed -$257K
TRP icon
183
TC Energy
TRP
$65.8B
-940
Closed -$53K
TU icon
184
Telus
TU
$15.2B
-6,275
Closed -$164K
TXN icon
185
Texas Instruments
TXN
$259B
-103
Closed -$19K
UBS icon
186
UBS Group
UBS
$177B
-129,800
Closed -$2.55M
ULTA icon
187
Ulta Beauty
ULTA
$23.6B
-46
Closed -$18K
UNH icon
188
UnitedHealth
UNH
$371B
-94
Closed -$48K
UNP icon
189
Union Pacific
UNP
$174B
-145
Closed -$40K
USB icon
190
US Bancorp
USB
$99.7B
-5,000
Closed -$266K
USMV icon
191
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
-285,788
Closed -$22.2M
V icon
192
Visa
V
$671B
-87
Closed -$19K
VCIT icon
193
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
-41,900
Closed -$3.6M
VCSH icon
194
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
-85,500
Closed -$6.68M
VGK icon
195
Vanguard FTSE Europe ETF
VGK
$31B
-39,700
Closed -$2.47M
VGLT icon
196
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
-45,300
Closed -$3.64M
VGSH icon
197
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
-191,400
Closed -$11.3M
VGT icon
198
Vanguard Information Technology ETF
VGT
$148B
-50,448
Closed -$2.63M
VIG icon
199
Vanguard Dividend Appreciation ETF
VIG
$114B
-221,321
Closed -$35.9M
VMBS icon
200
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
-120,400
Closed -$6.03M

Similar funds

Power Corp of Canada's Q2 2022 Portfolio in Review

As of Q2 2022, Power Corp of Canada held 220 positions worth $493M, down 59% from $1.2B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Power Corp of Canada withdrew a net $376M in Q2 2022, closing 165 positions and reducing 12 holdings. Its most notable exit was Vanguard S&P 500 Value ETF, an estimated $36M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 61% of assets, up from 49% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Power Corp of Canada opened a new position in Elevance Health worth $4.35M.

  • Power Corp of Canada's largest Q2 2022 buy was Elevance Health: 9,009 shares worth $4.35M.
  • Power Corp of Canada added most to Tesla in Q2 2022, an estimated $5.3M increase.
  • Power Corp of Canada's biggest Q2 2022 reduction was Apple, cutting an estimated $3.97M.
  • Power Corp of Canada fully exited Vanguard S&P 500 Value ETF in Q2 2022, selling an estimated $36M.
  • Power Corp of Canada's ten largest holdings make up 79% of its $493M portfolio in Q2 2022.
  • Power Corp of Canada opened 11 new positions and closed 165 in Q2 2022.
  • Power Corp of Canada's portfolio value fell 59% quarter-over-quarter to $493M.

Based on Power Corp of Canada's 13F filing for Q2 2022, filed 15 Aug 2022.