Aviso Financial Inc. - Portfolio overview

Aviso Financial Inc. has 392 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. TD - TORONTO DOMINION BK ONT, 5.56%
  2. BMO - BANK MONTREAL MEDIUM, 4.76%
  3. CNQ - CANADIAN NAT RES LTD MED TER, 4.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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