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
276
$8.61K ﹤0.01%
+117
277
$7.76K ﹤0.01%
+57
278
$7.33K ﹤0.01%
+278
279
$6.63K ﹤0.01%
+271
280
$6.42K ﹤0.01%
+33
281
$5.65K ﹤0.01%
+132
282
$5.56K ﹤0.01%
+1,154
283
$5.38K ﹤0.01%
+68
284
$5.19K ﹤0.01%
+60
285
$4.43K ﹤0.01%
+752
286
$2.93K ﹤0.01%
+43
287
$2.6K ﹤0.01%
+82
288
$771 ﹤0.01%
+80