Fund HoldingsBeutel, Goodman & Co Ltd.

Total Portfolio Value
$20.29M
Total Bought
$980.5K
Total Sold
$2.10M
Net Transaction
-$1.12M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GFL Environmental(GFL)1,719,7786,967,601+5,247,823672781.37%+211
CGI Group(GIB)2,656,7283,790,531+1,133,8032654372.15%+172
Royal Bank Cda(RY)9,539,2599,330,307-208,9521,0151,1665.75%+150
PPG Industries(PPG)2,361,6253,328,268+966,6432974412.17%+144
Toronto Dominion Bk(TD)16,481,82016,181,071-300,7499061,0245.05%+119
Kellanova7,088,6606,332,540-756,1204095112.52%+102
Brookfield Corporation(BN)5,972,9146,524,898+551,9842483471.71%+99
Merck& Co Inc(MRK)2,463,9393,446,817+982,8783053911.93%+86
Ebay Inc(EBAY)7,094,6257,040,770-53,8553814582.26%+77
Colliers Intl(CIGI)2,040,9401,999,725-41,2152283041.50%+76
Sun Life Fncl Inc(SLF)8,931,0158,750,033-180,9824385082.50%+70
Restaurant Brands International(QSR)5,320,0676,145,084+825,0173754442.19%+69
Amdocs Ltd(DOX)4,728,9844,991,072+262,0883734372.15%+63
Bank of Montreal5,648,6435,912,417+263,7744745342.63%+60
BlackRock(BLK)386,344383,574-2,7703043641.79%+60
Comcast Corp(CCZ)10,201,73810,950,926+749,1884004572.25%+58
Bank of Nova Scotia7,361,9457,203,551-158,3943373931.94%+56
American Express Co(AXP)1,463,4121,451,592-11,8203393941.94%+55
Fortis Inc(FTS)9,267,7139,021,648-246,0653604102.02%+50
Omnicom Group Inc(OMC)3,203,2703,177,020-26,2502873281.62%+41
Brookfield Asset Mgt(BAM)4,492,1754,422,340-69,8351712091.03%+38
Gen Digital(GEN)16,617,59316,466,578-151,0154154522.23%+37
Rogers Communications(RCI)13,086,71212,922,339-164,3734845202.56%+36
Harley Davidson Inc(HOG)7,662,3857,587,245-75,1402572921.44%+35
Masco(MAS)3,042,1502,781,874-260,2762032341.15%+31
Cummins Inc(CMI)630,592625,232-5,3601752021.00%+28
Canadian Pacific Kansas City(CP)4,821,2104,725,750-95,4603804051.99%+25
Campbell Soup Co(CPB)6,906,6206,890,205-16,4153123371.66%+25
Open Text Corp(OTEX)8,457,4778,347,075-110,4022542781.37%+24
Westinghouse Air Brake Technologies(WAB)1,094,0531,083,383-10,6701731970.97%+24
Interpublic Group of Companies8,829,6338,805,008-24,6252572791.37%+22
Ameriprise Financial(AMP)486,795482,375-4,4202082271.12%+19
RB Global(RBA)6,792,5756,653,906-138,6695185362.64%+18
Alamos Gold In4,017,0483,971,778-45,27063790.39%+16
Flowserve Corp(FLS)4,455,0964,443,616-11,4802142301.13%+15
SEI Investments(SEIC)4,056,8594,014,909-41,9502622781.37%+15
Polaris Industries(PII)2,731,4652,705,565-25,9002142251.11%+11
Carlyle Group(CG)4,332,6294,287,594-45,0351741850.91%+11
Kimberly Clark Corp(KMB)2,998,9052,966,705-32,2004144222.08%+8
Franco Nevada Corp(FNV)1,934,6251,892,426-42,1992292351.16%+6
Primo Water1,581,5201,562,750-18,77035390.19%+5
Brookfield Business Partners816,660806,540-10,12015190.09%+3
Brookfield Business Partners(BBUC)514,400509,290-5,11011130.06%+3
Triple Flag Precious Metals(TFPM)2,334,9202,308,780-26,14036370.18%+1
SPDR Portfolio S&P 500 Growth
ST STR P500GRW
306,462306,462025250.13%+1
iShares MSCI EAFE ETF38,57141,086+2,515330.02%0
Microsoft(MSFT)386886+500000.00%0
Abbott Lab01,500+1,500000.00%0
PepsiCo Inc(PEP)0900+900000.00%0
TJX companies(TJX)01,200+1,200000.00%0
Smith & Nephew(SNN)16,11016,270+160010.00%0
Oracle Corp(ORCL)0600+600000.00%0
Procter & Gamble(PG)0500+500000.00%0
Berkshire Hathaway110110.00%0
Amazon(AMZN)0390+390000.00%0
Boston Scientific(BSX)0785+785000.00%0
Relx PLC(RELX)01,000+1,000000.00%0
Verisk Analytics(VRSK)0172+172000.00%0
Parker Hannifin Corp(PH)3553550000.00%0
GSK PLC(GSK)13,16013,290+130110.00%0
Ametek0195+195000.00%0
Unilever plc(UL)9,6008,630-970110.00%0
Copart Inc(CPRT)0600+600000.00%0
Chubb Limited
COM
0100+100000.00%0
Canadian Imperial Bk(CM)1,5401,5400000.00%0
Becton Dickinson & Co(BDX)075+75000.00%0
Brookfield Renewable Partners
PARTNERSHIP UNIT
1,1251,1250000.00%0
BCE(BCE)4094090000.00%0
iShares MBS ETF2702700000.00%0
Alphabet(GOOG)7657650000.00%-0
Novartis(NVS)4,4052,925-1,480000.00%-0
Denison Mines Corp(DNN)7,395,4107,301,740-93,67015130.07%-2
CAE Inc(CAE)13,632,84013,374,655-258,1852532511.24%-2
ATS Corp(ATS)1,103,0491,090,069-12,98036320.16%-4
Telus International Cda2,643,1102,607,330-35,78015100.05%-5
Enerflex(EFXT)1,238,4360-1,238,43670-7
Tempur Sealy International(SGI)4,029,5143,310,609-718,9051911810.89%-10
Magna Intl Inc(MGA)8,760,2918,584,400-175,8913673531.74%-15
Cdn Natl Railway(CNI)4,632,9274,536,793-96,1345475322.62%-16
Qualcomm(QCOM)1,843,5662,060,190+216,6243673501.73%-17
NetApp(NTAP)2,898,8912,874,876-24,0153733551.75%-18
BRP Inc(DOO)3,695,8263,619,596-76,2302372161.06%-21
Nutrien(NTR)6,450,0636,315,653-134,4103283041.50%-24
Gentex(GNTX)6,121,1826,058,227-62,9552061800.89%-26
Cencora713,462470,273-243,1891611060.52%-55
Biogen(BIIB)1,747,4441,744,154-3,2904053381.67%-67
Suncor Energy Inc(SU)11,459,4469,743,856-1,715,5904373601.77%-77
TC Energy(TRP)12,288,7577,404,142-4,884,6154663521.74%-113
Manulife Fincl Corp(MFC)21,381,44513,965,136-7,416,3095694132.04%-156
Amgen Inc(AMGN)1,673,2911,099,883-573,4085233541.75%-168
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