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Grant Patterson

@Caldwell Investment Management Ltd.

Latest period2024 - Q4ReportedManaged Assets$148.306MTotal holdings34
Assets growth rate4%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Investment Management Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Caldwell Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 148.306M in assets, with a quarterly growth rate of 4% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Grant Patterson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
1.79%
$2.652M
12,000 shares@ $221.02 avg price
AVGOBroadcom Inc
Recent Activity
Increased 144.19%
1.67%
$2.47M
10,500 shares@ $235.28 avg price
COSTCostco Whsl Corp
Recent Activity
1.5%
$2.21M
2,400 shares@ $921.02 avg price
JPMJp Morgan Chase & Co
Recent Activity
1.34%
$1.984M
8,300 shares@ $239.02 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 67%
1.31%
$1.937M
16,700 shares@ $116.01 avg price
TTEKTetra Tech Inc
Recent Activity
1.25%
$1.848M
46,500 shares@ $39.75 avg price
ARESAres Management Corp
Recent Activity
Increased 134.1%
1.25%
$1.842M
10,300 shares@ $178.79 avg price
BBUBrookfield Bus Pptn
Recent Activity
New Position
1.17%
$1.731M
78,700 shares@ $22.0 avg price
STNStantec Inc
Recent Activity
1.11%
$1.638M
20,900 shares@ $78.36 avg price
ANSSAnsys Inc
Recent Activity
1.1%
$1.62M
4,800 shares@ $337.49 avg price