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
$1.59B
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$9.11M
3 +$7.82M
4
TD icon
Toronto Dominion Bank
TD
+$4.61M
5
BMO icon
Bank of Montreal
BMO
+$3.59M

Top Sells

1 +$15.1M
2 +$10.9M
3 +$2.45M
4
MGA icon
Magna International
MGA
+$1.73M
5
AMD icon
Advanced Micro Devices
AMD
+$1.61M

Sector Composition

1 Financials 26.88%
2 Industrials 12.79%
3 Technology 11.9%
4 Energy 9.68%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$59.1K ﹤0.01%
7,155
-1,997
252
$48.3K ﹤0.01%
1,656
-36
253
$41.1K ﹤0.01%
93
254
$40.8K ﹤0.01%
156
-249
255
$33.8K ﹤0.01%
957
256
$33.7K ﹤0.01%
541
257
$30.8K ﹤0.01%
808
-499
258
$30.7K ﹤0.01%
148
259
$28.3K ﹤0.01%
273
260
$25.4K ﹤0.01%
+289
261
$24.9K ﹤0.01%
143
262
$24.4K ﹤0.01%
666
-114
263
$24.2K ﹤0.01%
550
264
$22.2K ﹤0.01%
114
265
$21.8K ﹤0.01%
450
266
$21.6K ﹤0.01%
3,178
-519
267
$21.3K ﹤0.01%
113
-8
268
$21.2K ﹤0.01%
1,193
-188
269
$20.7K ﹤0.01%
200
270
$19.9K ﹤0.01%
470
-150
271
$19K ﹤0.01%
84
-6
272
$18.2K ﹤0.01%
48
-19
273
$17.2K ﹤0.01%
200
-2,874
274
$16.6K ﹤0.01%
34
-7
275
$16.5K ﹤0.01%
67
-297