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Rodney Ancrum

@Aviso Financial Inc.

Latest period2024 - Q3ReportedManaged Assets$2.018BTotal holdings358
Assets growth rate12.45%Assets growth rate (2-Q avg)6.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aviso Financial Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 358 positions.

Assets under management

The assets under management (AUM) of Aviso Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.018B in assets, with a quarterly growth rate of 12.45% and a 2-quarter average growth rate of 6.23%. The portfolio is managed by Rodney Ancrum, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TDToronto Dominion Bk Ont
Recent Activity
Increased 1.83%
7.05%
$142.113M
2.247M shares@ $63.25 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Increased 2.32%
4.56%
$91.902M
2.767M shares@ $33.22 avg price
BMOBank Montreal Que
Recent Activity
Increased 1.75%
4.5%
$90.631M
1.004M shares@ $90.26 avg price
SAPSap Se
Recent Activity
Increased 2.15%
4.11%
$82.783M
361,338 shares@ $229.11 avg price
BNBrookfield Corp
Recent Activity
Increased 2.74%
3.88%
$78.163M
1.471M shares@ $53.13 avg price
VVisa Inc
Recent Activity
Increased 2.45%
3.78%
$76.121M
276,853 shares@ $274.95 avg price
CPCanadian Pacific Kansas City
Recent Activity
Increased 2.62%
3.71%
$74.743M
873,761 shares@ $85.55 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 2%
3.44%
$69.346M
118,605 shares@ $584.68 avg price
GIBCgi Inc
Recent Activity
Increased 1.44%
3.28%
$66.08M
574,173 shares@ $115.09 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Increased 1.58%
3.24%
$65.299M
904,781 shares@ $72.18 avg price