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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) |
|---|
| CIK | Period |
|---|---|
| 0001361974 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Royal Bank of Canada | 136.4 | 0.0 | |
| Toronto Dominion Bank | 118.7 | 0.0 | |
| Restaurant Brands International Inc | 15.2 | 0.0 | |
| Transcanada Corp | 52.7 | 0.0 | |
| Canadian National Railway Co | 76.7 | 0.0 | |
| Rogers Communications Inc | 24.2 | 0.0 | |
| Sun Life Financial Inc | 27.0 | 0.0 | |
| Manulife Financial Corp | 33.5 | 0.0 | |
| Bank of Montreal /Can/ | 62.8 | 0.0 | |
| Magna International Inc | 17.1 | 0.0 | |
| Omnicom Group Inc | 13.1 | 0.0 | |
| Suncor Energy Inc | 51.7 | 0.0 | |
| Fortis Inc | 22.7 | 0.0 | |
| Open TEXT Corp | 10.3 | 0.0 | |
| Amdocs Ltd | 10.2 | 0.0 | |
| Canadian Pacific Railway Ltd/Cn | 65.2 | 0.0 | |
| Amgen Inc | 130.1 | 0.0 | |
| Ritchie Bros Auctioneers Inc | 6.9 | 0.0 | |
| Kimberly Clark Corp | 44.7 | 0.0 | |
| Harley Davidson Inc | 4.7 | 0.0 | |
| Campbell Soup Co | 14.4 | 0.0 | |
| Kellogg Co | 23.9 | 0.0 | |
| CGI Group Inc | 19.1 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| NetApp Inc | 14.5 | 0.0 | |
| Biogen IDEC Inc | 29.7 | 0.0 | |
| CAE Inc | 7.8 | 0.0 | |
| Nutrien Ltd | 46.7 | 0.0 | |
| Qualcomm Inc/DE | 147.4 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 653 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 1.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 176 | 12.0 |
| (h) Charitable organizations | 31 | 0.8 |
| (i) State or municipal government entities | 24 | 2.8 |
| (j) Other investment advisers | 74 | 4.6 |
| (k) Insurance companies | 13 | 1.1 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.3 |
| (m) Corporations or other businesses not listed above | 7 | 5.9 |
| (n) Other | 17 | 1.2 |
| Total | 1,098 | 32.2 |
| By Discretionary | ||
| Discretionary | 1,027 | 26.3 |
| Non-Discretionary | 71 | 5.9 |
| Total | 1,098 | 32.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.1 | |
| United States Persons | 2.1 | |
| Total | 1,098 | 32.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001361974] | |
| SC 13G | [0001361974] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Causeway Capital Management LLC
✚
|
CA | 34.9 |
|
Rockefeller Financial LLC
✚
|
NY | 34.7 |
|
Betterment LLC
✚
|
NY | 34.3 |
|
Jarislowsky Fraser Limited
✚
|
34.1 | |
|
Calvert Research and Management
✚
|
DC | 33.6 |
|
Kayne Anderson Rudnick Investment Management LLC
✚
|
CA | 33.5 |
|
Jasper Ridge Partners LP
✚
|
TX | 33.1 |
|
Atlanta Capital Management Company LLC
✚
|
GA | 31.8 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 30.9 |
|
Capital Group Private Client Services Inc
✚
|
CA | 30.9 |