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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cibc World Market Inc. ⇄ Td Asset Management Inc

60Shared positions
40.3%Name overlap (Jaccard)
15+Only Cibc World…
15+Only Td Asset…

Shared holdings · Q2 2026

SecurityCibc World Market… weightTd Asset Management… weight
RY Royal Bank of Canada 6.4% 4.1%
TD The Toronto-Dominion Bank 7.4% 2.7%
BMO Bank of Montreal 3.7% 2.3%
NVDA NVIDIA Corporation 1.6% 4.4%
AAPL Apple Inc. 1.6% 3.3%
BNS The Bank of Nova Scotia 3.7% 1.1%
CM Canadian Imperial Bank of… 2.3% 2.0%
ENB Enbridge Inc. 2.3% 1.5%
MSFT Microsoft Corporation 1.2% 2.2%
GOOGL Alphabet Inc. 1.1% 2.1%
CNQ Canadian Natural… 2.0% 1.1%
SPY State Street SPDR S&P 500… 1.4% 1.6%
AVGO Broadcom Inc. 1.1% 1.8%
TRP TC Energy Corporation 1.8% 0.9%
AMZN Amazon.com, Inc. 1.2% 1.4%
SHOP Shopify Inc. 1.6% 0.9%
BN Brookfield Corporation 1.3% 1.1%
JPM JPMorgan Chase & Co. 1.3% 1.0%
MFC Manulife Financial… 1.1% 1.1%
CP Canadian Pacific Kansas… 1.1% 1.1%
AEM Agnico Eagle Mines Limited 1.2% 0.9%
CNI Canadian National Railway… 1.0% 1.0%
GOOG Alphabet Inc. 0.9% 1.1%
SU Suncor Energy Inc. 1.0% 0.9%
QQQ Invesco QQQ Trust, Series… 1.4% 0.5%
SLF Sun Life Financial Inc. 1.1% 0.7%
LLY Eli Lilly and Company 0.6% 1.0%
META Meta Platforms, Inc. 0.5% 1.0%
B Barrick Mining Corporation 0.9% 0.6%
CLS Celestica Inc. 1.3% 0.2%
AMD Advanced Micro Devices… 0.8% 0.7%
EMA Emera Incorporated 1.1% 0.2%
JNJ Johnson & Johnson 0.3% 1.1%
LRCX Lam Research Corporation 0.3% 1.0%
AMAT Applied Materials, Inc. 0.7% 0.5%
PBA Pembina Pipeline… 1.0% 0.2%
WPM Wheaton Precious Metals… 0.6% 0.6%
FTS Fortis Inc. 0.7% 0.5%
MU Micron Technology, Inc. 0.4% 0.8%
V Visa Inc. 0.5% 0.7%
KLAC KLA Corporation 0.4% 0.8%
TSM Taiwan Semiconductor… 0.9% 0.2%
TU Telus Corp 0.8% 0.2%
COST Costco Wholesale… 0.5% 0.6%
WCN Waste Connections, Inc. 0.5% 0.5%
QSR Restaurant Brands… 0.7% 0.3%
CCJ Cameco Corporation 0.6% 0.4%
NTR Nutrien Ltd. 0.6% 0.4%
BCE BCE Inc. 0.8% 0.1%
BRK-B Berkshire Hathaway Inc. 0.6% 0.3%
RCI Rogers Communications Inc. 0.7% 0.2%
EFA iShares MSCI EAFE ETF 0.1% 0.8%
XONA.DE Exxon Mobil Corporation 0.3% 0.6%
MA Mastercard Incorporated 0.5% 0.4%
ABBV AbbVie Inc. 0.3% 0.6%
GEV GE Vernova Inc. 0.3% 0.6%
CVE Cenovus Energy Inc. 0.5% 0.3%
CAT Caterpillar Inc. 0.3% 0.5%
BAM Brookfield Asset… 0.3% 0.4%
FNV Franco-Nevada Corporation 0.4% 0.3%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology