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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
BNBrookfield Corp
Recent Activity
Decreased -0.12%
1.61%
$197.292M
3.745M shares@ $52.68 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 4.83%
1.55%
$190.228M
919,676 shares@ $206.85 avg price
FTSFortis Inc
Recent Activity
Increased 4.94%
1.54%
$189.107M
4.214M shares@ $44.88 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.2%
1.54%
$188.802M
1.02M shares@ $185.05 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.39%
1.52%
$186.149M
328,496 shares@ $566.67 avg price
VVisa Inc
Recent Activity
Increased 3.55%
1.48%
$181.169M
653,169 shares@ $277.37 avg price
BNSBank Nova Scotia Halifax
Recent Activity
Increased 2.6%
1.46%
$179.142M
3.312M shares@ $54.1 avg price
SUSuncor Energy Inc New
Recent Activity
Increased 4.47%
1.45%
$178.036M
4.563M shares@ $39.02 avg price
CMCanadian Imperial Bk Comm
Recent Activity
Decreased -5.63%
1.38%
$169.881M
2.902M shares@ $58.54 avg price
TUTelus Corporation
Recent Activity
Increased 14.36%
1.37%
$168.294M
10.057M shares@ $16.74 avg price