CQS

Credential Qtrade Securities Portfolio holdings

AUM $1.86B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$28.9M
3 +$28.4M
4
CNI icon
Canadian National Railway
CNI
+$19.7M
5
V icon
Visa
V
+$18.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.24%
2 Energy 12.4%
3 Healthcare 12.24%
4 Industrials 9.36%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$66.7K 0.01%
+571
227
$65.7K 0.01%
+507
228
$65.7K 0.01%
+572
229
$62K 0.01%
+6,005
230
$61.9K 0.01%
+10,002
231
$61.7K 0.01%
+565
232
$61.1K 0.01%
+616
233
$60.5K 0.01%
+3,761
234
$59.7K 0.01%
+4,604
235
$59.3K 0.01%
+2,070
236
$56.8K 0.01%
+1,183
237
$54.4K 0.01%
+619
238
$54.2K 0.01%
+563
239
$54K 0.01%
+310
240
$53.8K 0.01%
+505
241
$47.9K 0.01%
+255
242
$47.9K 0.01%
+431
243
$46.5K 0.01%
+984
244
$42.6K 0.01%
+1,966
245
$42K 0.01%
+1,744
246
$37.7K 0.01%
+487
247
$35.6K 0.01%
+764
248
$35.1K 0.01%
+413
249
$33.2K 0.01%
+2,910
250
$33K 0.01%
+303