Equal-WT
WhaleScore 2.0
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Alberta Investment Management Corp is based out of Edmonton. Their last reported 13F filing for Q1 2025 included $14,617,402,380 in managed 13F securities
and a top 10 holdings concentration of 42.83%. Alberta Investment Management Corp's largest holding is iShares Core S&P 500 ETF with shares held of 5,043,206. Whalewisdom has at least 63 13F filings, 2 13D filings, 56 13G filings, and 25 Form 4 filings
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 1.46% |
| SU Suncor Energy, Inc | 0.39% |
| SEE Sealed Air Corp | 0.32% |
| TD Toronto Dominion Ban | 0.3% |
| ENB Enbridge Inc | 0.24% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 2.84% |
| DEBT-PALO PALO ALTO NETWORKS I (PRN) | 0.61% |
| DEBT-AXON AXON ENTERPRISE INC (PRN) | 0.39% |
| MCHI iShares MSCI China E | 0.33% |
| CM Canadian Imperial Ba | 0.29% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 19.39% |
| SPY SPDR S&P 500 ETF TRU | 10.4% |
| RY Royal Bank Of Canada | 2.81% |
| TD Toronto Dominion Ban | 1.9% |
| BN Brookfield Corporati | 1.6% |
2025-03-31
13F Activity
| Market Value | $14.6b, Prior: $15.0b |
| Inflows (Outflows) as % of Total MV | +0.2601% |
| New Purchases | 118 stocks |
| Added To | 198 stocks |
| Sold out of | 165 stocks |
| Reduced holdings in | 163 stocks |
| Top 10 Holdings % | 42.83% |
| Turnover %[1] | 31.17% |
| Turnover Alt %[2] | 12.5% |
| Time Held Top 20 | 13.45 quarters |
| Time Held Top 10 | 10.6 quarters |
| Time Held All | 14.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31