Natalia Morgan
@Canada Life Assurance Co
Latest period2024 - Q3ReportedManaged Assets$57.384BTotal holdings2070
Assets growth rate8.02%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Canada Life Assurance Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2070 positions.
Assets under management
The assets under management (AUM) of Canada Life Assurance Co 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 57.384B in assets, with a quarterly growth rate of 8.02% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Natalia Morgan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
COSTCostco Whsl Corp New
| 0.71% | $402.78M 453,869 shares@ $887.44 avg price | Decreased -16.11% |
SPYSpdr S&p 500 Etf Tr
| 0.58% | $330.202M 574,394 shares@ $574.88 avg price | Decreased -0.59% |
TSMTaiwan Semiconductor Mfg Ltd
| 0.51% | $292.396M 1.68M shares@ $174.0 avg price | Decreased -8.3% |
CRHCrh Plc
| 0.47% | $264.693M 2.89M shares@ $91.6 avg price | Decreased -7.69% |
ACNAccenture Plc Ireland
| 0.45% | $256.333M 724,158 shares@ $353.98 avg price | Decreased -1.18% |
PLDPrologis Inc.
| 0.41% | $231.116M 1.828M shares@ $126.43 avg price | Decreased -6.3% |
TJXTjx Cos Inc New
| 0.38% | $217.294M 1.847M shares@ $117.63 avg price | Decreased -0.6% |
EQIXEquinix Inc
| 0.32% | $178.904M 201,307 shares@ $888.72 avg price | Decreased -5.32% |
TAt&t Inc
| 0.3% | $167.868M 7.625M shares@ $22.02 avg price | Decreased -3.48% |
BMYBristol-myers Squibb Co
| 0.29% | $164.725M 3.178M shares@ $51.84 avg price | Decreased -2.29% |