CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$644K
3 +$614K
4
KMB icon
Kimberly-Clark
KMB
+$385K
5
VZ icon
Verizon
VZ
+$383K

Top Sells

1 +$712K
2 +$709K
3 +$466K
4
SDRL
Seadrill Limited Common Stock
SDRL
+$411K
5
WYNN icon
Wynn Resorts
WYNN
+$366K

Sector Composition

1 Financials 24.4%
2 Technology 13.56%
3 Energy 13.52%
4 Industrials 10.32%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-108