Sagard Holdings Management Inc. - Portfolio overview

Sagard Holdings Management Inc. has 107 reported holdings in this dataset, with the latest filing dated 2025-11-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 33.22%
2. USMV - ISHARES TR, 17.97%
3. EFA - ISHARES TR, 13.08%

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

Explore securities or join Upside Invest to compare portfolios.