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Erica Otto

Vancity Investment Management Ltd

Assets Managed
$629.381M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-14.39%(2Q avg: -8.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vancity Investment Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Vancity Investment Management Ltd 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 2026 - Q1, they manage 629.381M in assets, with a quarterly growth rate of -14.39% and a 2-quarter average growth rate of -8.29%. The portfolio is managed by Erica Otto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -5.75%
9%
$56.589M
152,873 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.13%
6.83%
$42.979M
149,827 shares@ $286.86 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 15.22%
6.5%
$40.873M
196,251 shares@ $208.27 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -13.9%
5.36%
$33.712M
111,541 shares@ $302.24 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.33%
5.16%
$32.431M
127,787 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.3%
4.26%
$26.771M
153,505 shares@ $174.4 avg price
MCO
Moody's Corp
Recent Activity
Decreased -8.59%
3.56%
$22.344M
51,219 shares@ $436.25 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -27.55%
3.5%
$21.999M
51,722 shares@ $425.34 avg price
CPRT
Copart Inc
Recent Activity
Decreased -4.21%
3.13%
$19.648M
591,805 shares@ $33.21 avg price
NOW
Servicenow Inc
Recent Activity
Decreased -4.23%
2.94%
$18.492M
176,868 shares@ $104.56 avg price

1-10 of 94