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Beutel Goodman & Company Ltd
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CRD # | 135829 |
SEC # | 801-64420 |
CIK # | 0001361974 |
AUM | $32.2 BB (2023-03-31) |
Employees | 110 (25% Investors, 0% Brokers) |
Phone | 416-485-1010 |
Address | 20 Eglinton Avenue West Toronto Ont, Canada |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
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RY | 136.4 | 0.0 | |
TD | 118.7 | 0.0 | |
QSR | 15.2 | 0.0 | |
TRP | 52.7 | 0.0 | |
CNI | 76.7 | 0.0 | |
RCI | 24.2 | 0.0 | |
SLF | 27.0 | 0.0 | |
MFC | 33.5 | 0.0 | |
BMO | 62.8 | 0.0 | |
MGA | 17.1 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 653 | 1.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 1.6 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 176 | 12.0 |
(h) Charitable organizations | 31 | 0.8 |
(i) State or municipal government entities | 24 | 2.8 |
(j) Other investment advisers | 74 | 4.6 |
(k) Insurance companies | 13 | 1.1 |
(l) Sovereign wealth funds and foreign official institutions | 1 | 0.3 |
(m) Corporations or other businesses not listed above | 7 | 5.9 |
(n) Other | 17 | 1.2 |
Total | 1,098 | 32.2 |
By Discretionary | ||
Discretionary | 1,027 | 26.3 |
Non-Discretionary | 71 | 5.9 |
Total | 1,098 | 32.2 |
By Non-United States Persons | ||
Non-United States Persons | 30.1 | |
United States Persons | 2.1 | |
Total | 1,098 | 32.2 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001361974] | |
SC 13G | [0001361974] |
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Causeway Capital Management LLC
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|
CA | 34.9 |
Rockefeller Financial LLC
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NY | 34.7 |
Betterment LLC
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NY | 34.3 |
Jarislowsky Fraser Limited
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34.1 | |
Calvert Research and Management
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DC | 33.6 |
Kayne Anderson Rudnick Investment Management LLC
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CA | 33.5 |
Jasper Ridge Partners LP
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TX | 33.1 |
Atlanta Capital Management Company LLC
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|
GA | 31.8 |
TIAA-CREF Individual & Institutional Services LLC
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NY | 30.9 |
Capital Group Private Client Services Inc
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|
CA | 30.9 |