Top 50 Sagard Holdings Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.22% | 9.9K | $6.6M | +0.00%(+0) | $567.90(+22.08%) | 2025-09-30 | |
| USMV | ISHARES TR | 17.97% | 37.7K | $3.6M | +0.00%(+0) | $91.05(+4.46%) | 2025-09-30 | |
| EFA | ISHARES TR | 13.08% | 28.0K | $2.6M | +0.00%(+0) | $83.69(+15.39%) | 2025-09-30 | |
| NTR | Nutrien Limited | 7.62% | 25.9K | $1.5M | +0.00%(+0) | $55.77(+12.54%) | 2025-09-30 | |
| HGER | Harbor ETF Trust | 3.39% | 26.2K | $677K | -82.20%(-121.22K) | $23.79(+6.03%) | 2025-09-30 | |
| RY | Royal Bank of Canada | 2.03% | 2.8K | $405K | +0.00%(+0) | $120.41(+42.43%) | 2025-09-30 | |
| TD | Toronto Dominion Bank | 1.76% | 4.4K | $352K | +0.00%(+0) | $64.58(+46.55%) | 2025-09-30 | |
| SLF | Sun Life Financial Inc. | 0.97% | 3.2K | $193K | +0.00%(+0) | $61.65(+1.60%) | 2025-09-30 | |
| BN | Brookfield Corp | 0.96% | 2.8K | $192K | +0.00%(+0) | $35.71(+30.88%) | 2025-09-30 | |
| MSFT | Microsoft Corporation | 0.82% | 315 | $163K | +0.00%(+0) | $426.69(+14.30%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.56% | +3.46% |
| Top 20 Holdings Unweighted | +19.31% | +4.51% |
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