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Aman Bhangu

@Pacifica Partners Inc.

Latest period2024 - Q4ReportedManaged Assets$231.432MTotal holdings481
Assets growth rate-4.43%Assets growth rate (2-Q avg)-0.24%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacifica Partners Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 481 positions.

Assets under management

The assets under management (AUM) of Pacifica Partners Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 231.432M in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of -0.24%. The portfolio is managed by Aman Bhangu, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LQDIshares Tr
Recent Activity
Increased 4.86%
1.04%
$2.394M
22,402 shares@ $106.85 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.49%
0.98%
$2.255M
7,797 shares@ $289.27 avg price
TUTelus Corporation
Recent Activity
Increased 14.98%
0.94%
$2.17M
159,459 shares@ $13.61 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -1.62%
0.91%
$2.088M
29,743 shares@ $70.2 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 9.76%
0.89%
$2.042M
20,087 shares@ $101.65 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.11%
0.87%
$1.998M
33,818 shares@ $59.09 avg price
ULUnilever Plc
Recent Activity
Decreased -3.64%
0.8%
$1.828M
32,345 shares@ $56.53 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.06%
0.78%
$1.799M
3,728 shares@ $482.67 avg price
TLTIshares Tr
Recent Activity
Decreased -1.76%
0.78%
$1.798M
20,530 shares@ $87.56 avg price
IVVIshares Tr
Recent Activity
Increased 4.56%
0.78%
$1.793M
3,052 shares@ $587.42 avg price