AF
| |
Aviso Financial Inc.13F | |
| Aviso Financial Inc. | |
| Last update 2025-05-13 | 351 Stocks (25 new) |
| Value $2.03 Bil | Turnover 8 % |
Aviso Financial Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMO | Bank of Montreal | 1,041,732 | 99,516.7 | +1.35% | 4.910 | +0.07% | 0.140 | +23.49% | +21.08% | 82,844.6 | Banks | |
V | Visa Inc | 283,225 | 99,259.0 | -0.49% | 4.890 | -0.02% | 0.010 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
TD | The Toronto-Dominion Bank | 1,651,246 | 98,982.9 | -0.67% | 4.880 | -0.03% | 0.090 | +23.22% | +46.89% | 129,689.4 | Banks | |
CNQ | Canadian Natural Resources Ltd | 2,930,646 | 90,211.3 | +1.91% | 4.450 | +0.08% | 0.140 | +9.89% | +4.44% | 65,664.7 | Oil & Gas | |
SAP | SAP SE | 321,048 | 86,182.1 | +2.59% | 4.250 | +0.11% | 0.030 | +7.99% | +19.07% | 339,046.1 | Software | |
CP | Canadian Pacific Kansas City Ltd | 1,068,821 | 75,036.7 | +5.58% | 3.700 | +0.20% | 0.110 | +6.24% | +7.26% | 71,889.0 | Transportation | |
MSFT | Microsoft Corp | 192,183 | 72,143.6 | +6.54% | 3.560 | +0.22% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
BN | Brookfield Corp | 1,361,240 | 71,265.2 | -9.63% | 3.510 | -0.42% | 0.090 | +33.10% | +18.38% | 103,848.0 | Asset Management | |
ENB | Enbridge Inc | 1,456,565 | 64,489.8 | +2.75% | 3.180 | +0.09% | 0.070 | +1.26% | +10.44% | 99,086.5 | Oil & Gas | |
UNH | UnitedHealth Group Inc | 122,636 | 64,230.6 | +2.18% | 3.170 | +0.07% | 0.010 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans |
Aviso Financial Inc.'s Historical Top Holdings Breakdowns
Aviso Financial Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 2025-03-31 | Add Add | +1.71% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Add 1070.05% | 154,786 | 141,557 | |
DEO | Diageo PLC | 2025-03-31 | Reduce Reduce | -1.53% | 104.79 ($113.02) 126.12 | $106.08 | -6.14% | Reduce -98.37% | 3,966 | -238,671 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +1.28% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Add 263.92% | 214,709 | 155,710 | |
IQV | IQVIA Holdings Inc | 2025-03-31 | Reduce Reduce | -1.22% | 176.3 ($194) 209.96 | $194.24 | 0.12% | Reduce -95.31% | 6,078 | -123,389 | |
RCI | Rogers Communications Inc | 2025-03-31 | Reduce Reduce | -0.56% | 26.73 ($28.24) 31.05 | $34.58 | 22.45% | Reduce -73.17% | 131,032 | -357,406 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.52% | 120.29 ($128.89) 134.6 | $138.81 | 7.70% | Add 36.74% | 323,947 | 87,046 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | Add Add | +0.46% | 65.06 ($69.34) 72.31 | $79.58 | 14.77% | Add 36.63% | 496,974 | 133,231 | |
BN | Brookfield Corp | 2025-03-31 | Reduce Reduce | -0.42% | 48.64 ($56.7) 62.05 | $67.78 | 19.54% | Reduce -9.63% | 1,361,240 | -145,045 | |
RY | Royal Bank of Canada | 2025-03-31 | Add Add | +0.23% | 108.81 ($117.75) 123.4 | $134.21 | 13.98% | Add 19.34% | 251,078 | 40,689 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.22% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 6.54% | 192,183 | 11,805 |
Aviso Financial Inc. Total Holding History ($B)
Aviso Financial Inc.'s Asset Allocation
Aviso Financial Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Aviso Financial Inc.'s Hypothetical Growth since 2025-03-31
Aviso Financial Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Aviso Financial Inc.'s Holdings Heat Map
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Aviso Financial Inc.'s Holdings Bubble Chart
Aviso Financial Inc. News
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