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
176
$152K 0.03%
+4,506
177
$152K 0.03%
+3,261
178
$146K 0.03%
+1,841
179
$146K 0.03%
+749
180
$146K 0.03%
+5,380
181
$143K 0.03%
+4,902
182
$142K 0.03%
+835
183
$142K 0.03%
+6,779
184
$140K 0.03%
+5,466
185
$139K 0.03%
+3,129
186
$137K 0.03%
+4,006
187
$137K 0.03%
+1,560
188
$127K 0.03%
+2,698
189
$126K 0.03%
+767
190
$126K 0.03%
+2,848
191
$126K 0.03%
+311
192
$125K 0.03%
+8,945
193
$124K 0.03%
+440
194
$123K 0.02%
+3,714
195
$122K 0.02%
+602
196
$120K 0.02%
+1,325
197
$117K 0.02%
+3,197
198
$117K 0.02%
+1,823
199
$116K 0.02%
+1,278
200
$115K 0.02%
+2,523