Royal Bank of Canada

Royal Bank of Canada Portfolio holdings

AUM $562B
1-Year Est. Return 20.43%
 

Royal Bank of Canada (RBC), founded in 1864 and headquartered in Toronto, is Canada’s largest bank by market capitalization and one of the leading financial institutions in North America, offering a comprehensive suite of services including personal and commercial banking, wealth management, insurance, and capital markets. Managing hundreds of billions in assets, RBC serves millions of clients globally, with a significant presence in the U.S. and Caribbean through subsidiaries like RBC Wealth Management and City National Bank. Known for its stability and consistent profitability, RBC has earned a reputation as a conservative yet innovative bank, expanding its digital offerings and sustainability initiatives in recent years. With a strong focus on customer service and a robust international footprint, RBC remains a cornerstone of the Canadian and global financial systems.

This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514B
AUM Growth
+$66.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,047
New
Increased
Reduced
Closed

Top Buys

1 +$1.76B
2 +$1.59B
3 +$962M
4
BMO icon
Bank of Montreal
BMO
+$874M
5
ENB icon
Enbridge
ENB
+$862M

Top Sells

1 +$926M
2 +$903M
3 +$893M
4
VB icon
Vanguard Small-Cap ETF
VB
+$631M
5
AAPL icon
Apple
AAPL
+$543M

Sector Composition

1 Financials 20.5%
2 Technology 18.77%
3 Industrials 8%
4 Consumer Discretionary 7.32%
5 Energy 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HRI icon
2701
Herc Holdings
HRI
$4.47B
$2.89M ﹤0.01%
21,953
+3,929
USAC icon
2702
USA Compression Partners
USAC
$3.1B
$2.88M ﹤0.01%
118,660
+1,918
XT icon
2703
iShares Future Exponential Technologies ETF
XT
$3.68B
$2.88M ﹤0.01%
44,195
-3,263
ATRC icon
2704
AtriCure
ATRC
$1.8B
$2.88M ﹤0.01%
87,712
+79,688
SITC icon
2705
SITE Centers
SITC
$386M
$2.87M ﹤0.01%
253,396
+113,770
JIG icon
2706
JPMorgan International Growth ETF
JIG
$278M
$2.86M ﹤0.01%
40,046
-11,586
KMPR icon
2707
Kemper
KMPR
$2.38B
$2.86M ﹤0.01%
44,260
+2,892
ANGL icon
2708
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$2.85M ﹤0.01%
97,415
-125,997
CCD
2709
Calamos Dynamic Convertible & Income Fund
CCD
$576M
$2.85M ﹤0.01%
141,177
-817
OUT icon
2710
Outfront Media
OUT
$3.94B
$2.84M ﹤0.01%
174,277
+85,959
WD icon
2711
Walker & Dunlop
WD
$2.2B
$2.84M ﹤0.01%
40,305
+32,109
SMIN icon
2712
iShares MSCI India Small-Cap ETF
SMIN
$844M
$2.84M ﹤0.01%
36,814
+31,316
PVH icon
2713
PVH
PVH
$4.08B
$2.84M ﹤0.01%
41,385
+18,577
PMT
2714
PennyMac Mortgage Investment
PMT
$1.12B
$2.84M ﹤0.01%
220,569
+150,322
KFRC icon
2715
Kforce
KFRC
$533M
$2.83M ﹤0.01%
68,863
+16,303
SBCF icon
2716
Seacoast Banking Corp of Florida
SBCF
$3.09B
$2.83M ﹤0.01%
102,563
-5,388
BSJT icon
2717
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$363M
$2.83M ﹤0.01%
131,561
+82,113
CXSE icon
2718
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$511M
$2.81M ﹤0.01%
81,755
+32,703
HYT icon
2719
BlackRock Corporate High Yield Fund
HYT
$1.52B
$2.81M ﹤0.01%
288,468
-6,840
CGHM
2720
Capital Group Municipal High-Income ETF
CGHM
$2.39B
$2.79M ﹤0.01%
113,414
+30,436
EPRT icon
2721
Essential Properties Realty Trust
EPRT
$6.27B
$2.79M ﹤0.01%
87,564
+13,417
MBWM icon
2722
Mercantile Bank Corp
MBWM
$747M
$2.79M ﹤0.01%
60,011
-8,813
ADUS icon
2723
Addus HomeCare
ADUS
$2.22B
$2.77M ﹤0.01%
24,088
+17,189
CACC icon
2724
Credit Acceptance
CACC
$5.1B
$2.76M ﹤0.01%
5,410
+3,494
CHY
2725
Calamos Convertible and High Income Fund
CHY
$914M
$2.74M ﹤0.01%
249,530
+30,353