Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LORNE STEINBERG WEALTH MANAGEMENT INC | 02-01-2024 | 12-31-2023 | 73 | 297,650,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Royal Bank of Canada | COM | 1 | $10,769,937 | 106,474 | 0.00 | 0.00 | 5,017 | 4.94 | 12-31-2023 |
| Microsoft Corp | COM | 2 | $10,648,325 | 28,317 | 0.00 | 0.00 | 434 | 1.56 | 12-31-2023 |
| Alphabet Inc. Class A | CAP STK CL A | 3 | $8,583,531 | 61,447 | 0.00 | 0.00 | 258 | 0.42 | 12-31-2023 |
| Toronto Dominion Bank | COM NEW | 4 | $8,494,124 | 131,425 | 0.00 | 0.00 | 3,780 | 2.96 | 12-31-2023 |
