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% |
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% |
BNSBank Nova Scotia Halifax
| 1.25% | $6.088B 111.732M shares@ $54.5 avg price | Increased 2.91% |
IWMIshares Tr
| 1.22% | $5.958B 26.971M shares@ $220.9 avg price | Increased 38.62% |
BMOBank Montreal Que
| 1.21% | $5.919B 65.624M shares@ $90.21 avg price | Increased 7.49% |
JPMJpmorgan Chase & Co.
| 1.1% | $5.353B 25.384M shares@ $210.86 avg price | Increased 2.23% |
METAMeta Platforms Inc
| 0.98% | $4.757B 8.31M shares@ $572.45 avg price | Increased 14.76% |
CPCanadian Pacific Kansas City
| 0.9% | $4.4B 51.44M shares@ $85.54 avg price | Increased 0.16% |