Sherry Coulter
@Royal Bank Of Canada
Latest period2024 - Q3ReportedManaged Assets$489.79BTotal holdings6507
Assets growth rate11%Assets growth rate (2-Q avg)5.86%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Royal Bank Of Canada's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 6507 positions.
Assets under management
The assets under management (AUM) of Royal Bank Of Canada over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 489.79B in assets, with a quarterly growth rate of 11% and a 2-quarter average growth rate of 5.86%. The portfolio is managed by Sherry Coulter, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 4.44% | $21.731B 37.875M shares@ $573.77 avg price | Increased 81.54% |
MSFTMicrosoft Corp
| 3.3% | $16.146B 37.522M shares@ $430.31 avg price | Increased 1.23% |
AAPLApple Inc
| 3.03% | $14.804B 63.535M shares@ $233.0 avg price | Decreased -0.96% |
NVDANvidia Corporation
| 2.24% | $10.971B 90.338M shares@ $121.45 avg price | Decreased -4.4% |
AMZNAmazon Com Inc
| 2.1% | $10.25B 55.013M shares@ $186.34 avg price | Increased 7.97% |
TDToronto Dominion Bk Ont
| 2% | $9.751B 154.149M shares@ $63.27 avg price | Increased 3.75% |
RYRoyal Bk Cda
| 1.92% | $9.386B 75.252M shares@ $124.73 avg price | Decreased -1.47% |
QQQInvesco Qqq Tr
| 1.48% | $7.207B 14.766M shares@ $488.08 avg price | Decreased -1.35% |
IVVIshares Tr
| 1.42% | $6.916B 11.99M shares@ $576.83 avg price | Decreased -7.97% |
BNSBank Nova Scotia Halifax
| 1.25% | $6.088B 111.732M shares@ $54.5 avg price | Increased 2.91% |