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David Lambie

@Td Waterhouse Canada Inc.

Latest period2024 - Q3ReportedManaged Assets$12.318BTotal holdings1914
Assets growth rate-16.94%Assets growth rate (2-Q avg)-2.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Td Waterhouse Canada Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1914 positions.

Assets under management

The assets under management (AUM) of Td Waterhouse Canada 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 - Q3, they manage 12.318B in assets, with a quarterly growth rate of -16.94% and a 2-quarter average growth rate of -2.92%. The portfolio is managed by David Lambie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RYRoyal Bk Cda
Recent Activity
Decreased -6.42%
5.55%
$682.51M
5.534M shares@ $123.32 avg price
TDToronto Dominion Bk Ont
Recent Activity
Decreased -2.08%
4.95%
$608.968M
9.605M shares@ $63.4 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.27%
3.12%
$383.68M
913,687 shares@ $419.93 avg price
AAPLApple Inc
Recent Activity
Decreased -1.51%
2.73%
$335.585M
1.485M shares@ $226.0 avg price
ENBEnbridge Inc
Recent Activity
Increased 2.84%
2.47%
$303.332M
7.411M shares@ $40.93 avg price
BMOBank Montreal Que
Recent Activity
Increased 8.62%
1.86%
$228.656M
2.477M shares@ $92.33 avg price
MFCManulife Finl Corp
Recent Activity
Decreased -3.11%
1.69%
$207.857M
7.085M shares@ $29.34 avg price
TRPTc Energy Corp
Recent Activity
Decreased -10.61%
1.69%
$207.73M
4.348M shares@ $47.78 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Increased 108.03%
1.66%
$204.311M
5.824M shares@ $35.09 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 6.52%
1.64%
$201.097M
1.721M shares@ $116.88 avg price