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
CAF
4801
Morgan Stanley China A Share Fund
CAF
$306M
$180K ﹤0.01%
13,059
+4,050
EVM
4802
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
$180K ﹤0.01%
20,198
-300
JHI
4803
John Hancock Investors Trust
JHI
$120M
$180K ﹤0.01%
13,019
+7,807
PLBC icon
4804
Plumas Bancorp
PLBC
$316M
$180K ﹤0.01%
4,038
+1,092
TNYA icon
4805
Tenaya Therapeutics
TNYA
$158M
$180K ﹤0.01%
294,374
+291,319
ALTI icon
4806
AlTi Global
ALTI
$425M
$179K ﹤0.01%
43,308
+36,632
FRST icon
4807
Primis Financial Corp
FRST
$338M
$179K ﹤0.01%
16,616
-8,259
OFLX icon
4808
Omega Flex
OFLX
$328M
$179K ﹤0.01%
5,538
-4,305
SB icon
4809
Safe Bulkers
SB
$524M
$178K ﹤0.01%
49,235
-42
VTEC icon
4810
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.78B
$178K ﹤0.01%
1,819
-27,777
PAMT
4811
PAMT Corp
PAMT
$249M
$178K ﹤0.01%
13,778
+13,449
MOFG icon
4812
MidWestOne Financial Group
MOFG
$855M
$177K ﹤0.01%
6,169
-2,517
NL icon
4813
NL Industries
NL
$289M
$177K ﹤0.01%
27,701
+7,072
DTIL icon
4814
Precision BioSciences
DTIL
$97.5M
$176K ﹤0.01%
41,983
+1,983
MFUS icon
4815
PIMCO RAFI Dynamic Multi-Factor US Equity ETF
MFUS
$218M
$176K ﹤0.01%
3,300
-19,675
RICK icon
4816
RCI Hospitality Holdings
RICK
$220M
$176K ﹤0.01%
4,590
+2,073
SLNG icon
4817
Stabilis Solutions
SLNG
$83.5M
$176K ﹤0.01%
37,000
VERV
4818
DELISTED
Verve Therapeutics
VERV
$176K ﹤0.01%
15,615
-63,618
SMC
4819
Summit Midstream
SMC
$329M
$176K ﹤0.01%
7,200
+1,000
MCR
4820
MFS Charter Income Trust
MCR
$263M
$175K ﹤0.01%
27,444
-1,917
RDUS
4821
DELISTED
Radius Recycling
RDUS
$175K ﹤0.01%
5,876
+1,272
SSBK
4822
DELISTED
Southern States Bancshares
SSBK
$175K ﹤0.01%
4,802
-503
BUFP
4823
PGIM Laddered S&P 500 Buffer 12 ETF
BUFP
$105M
$175K ﹤0.01%
6,241
+3,807
SNPD icon
4824
Xtrackers S&P ESG Dividend Aristocrats ETF
SNPD
$4.79M
$175K ﹤0.01%
6,657
+3,339
WVE icon
4825
Wave Life Sciences
WVE
$2.54B
$175K ﹤0.01%
26,835
+25,709