MANITOU INVESTMENT MANAGEMENT LTD.

TORONTO, A6 How do I update this listing?

Manitou Investment Management Ltd. is based out of Toronto. Their last reported 13F filing for Q3 2018 included $397,617,000 in managed 13F securities and a top 10 holdings concentration of 65.48%. Manitou Investment Management Ltd.'s largest holding is Walgreens Boots Alliance Inc. with shares held of 583,411. Manitou Investment Management Ltd. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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09/30/2018

13F Sector Allocation Over Time

09/30/2018

13F Activity

  • Market Value $397.627 Million
  • Prior Market Value $264.225 Million
  • New Purchases10 stocks
  • Additional Purchases18 stocks
  • Sold out of1 stock
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 65.47 %
  • Turnover % [1]:28.95%
  • Turnover Alt % [2]: 29.64 %
  • Time Held Top20:7.55 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:7.68 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14

Performance for Q3 2018: -5.46%
Performance Last 4 Quarters: 5.2%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR/A (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 09/30/2018

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WhaleScore history for MANITOU INVESTMENT MANAGEMENT LTD.

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