Sign In
test

Yasmin Lalani

Aviso Financial Inc.

Assets Managed
$2.816B
Holdings
338
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
7.02%(2Q avg: 6.98%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Aviso Financial Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 338 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.816B in assets, with a quarterly growth rate of 7.02% and a 2-quarter average growth rate of 6.98%. The portfolio is managed by Yasmin Lalani, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TD
Toronto-dominion Bank
Recent Activity
Increased 0.14%
5.62%
$157.989M
1.693M shares@ $93.3 avg price
BMO
Bank Of Montreal
Recent Activity
Decreased -2.25%
4.81%
$135.216M
999,301 shares@ $135.32 avg price
CNQ
Canadian Natural Resources
Recent Activity
Increased 0.97%
4.64%
$130.554M
2.679M shares@ $48.74 avg price
FNV
Franco-nevada Corp
Recent Activity
Increased 25.09%
4.38%
$123.179M
497,972 shares@ $247.37 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 1.19%
3.98%
$111.867M
389,972 shares@ $286.86 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.31%
3.2%
$89.944M
297,592 shares@ $302.24 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.24%
3.14%
$88.293M
285,267 shares@ $309.51 avg price
BN
Brookfield Corp
Recent Activity
Increased 1.34%
3.11%
$87.508M
2.162M shares@ $40.49 avg price
CP
Canadian Pacific Kansas City
Recent Activity
Decreased -16.45%
3.09%
$86.985M
1.106M shares@ $78.62 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 8.61%
2.96%
$83.198M
224,757 shares@ $370.17 avg price

1-10 of 338