SC
Scotia Capital Portfolio holdings
AUM
$21.2B
1-Year Return
21.25%
This Quarter Return
+5.23%
1 Year Return
+21.25%
3 Year Return
+49.51%
5 Year Return
+103.77%
10 Year Return
+173.33%
AUM
$14.6B
AUM Growth
+$873M
(+6.4%)
Cap. Flow
+$258M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
35.25%
Holding
843
New
61
Increased
338
Reduced
321
Closed
58
Top Buys
| 1 |
Toronto Dominion Bank
TD
|
+$38.2M |
| 2 |
Costco
COST
|
+$22.2M |
| 3 |
UnitedHealth
UNH
|
+$22.2M |
| 4 |
Royal Bank of Canada
RY
|
+$20M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$19.7M |
Top Sells
| 1 |
SJR
Shaw Communications Inc.
SJR
|
+$25.6M |
| 2 |
NVIDIA
NVDA
|
+$21.4M |
| 3 |
American Tower
AMT
|
+$17.5M |
| 4 |
Microsoft
MSFT
|
+$14.7M |
| 5 |
Algonquin Power & Utilities
AQN
|
+$10.1M |
Sector Composition
| 1 | Financials | 29.44% |
| 2 | Technology | 13.48% |
| 3 | Communication Services | 10.21% |
| 4 | Energy | 9.16% |
| 5 | Industrials | 7.05% |
