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
$373M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.16M
3
+$1.96M
4
MFC icon
Manulife Financial
MFC
+$1.77M
5
STN icon
Stantec
STN
+$1.43M

Top Sells

1
+$713K
2
+$687K
3
+$596K
4
CVE icon
Cenovus Energy
CVE
+$446K
5
CVX icon
Chevron
CVX
+$441K

Sector Composition

1 Financials 31.69%
2 Industrials 12.72%
3 Energy 12.32%
4 Healthcare 9.63%
5 Technology 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.6K 0.01%
584
+125
227
$48.4K 0.01%
2,099
+444
228
$45.8K 0.01%
616
+114
229
$44.4K 0.01%
270
+20
230
$42.8K 0.01%
287
+56
231
$41.2K 0.01%
+874
232
$40.9K 0.01%
785
-151
233
$38.3K 0.01%
698
+150
234
$37.5K 0.01%
959
+214
235
$30.1K 0.01%
511
236
$29K 0.01%
753
+135
237
$28.3K 0.01%
4,841
+310
238
$26.9K 0.01%
1,279
239
$25.8K 0.01%
625
240
$13.4K ﹤0.01%
258
+225
241
$9.2K ﹤0.01%
+200
242
$6.75K ﹤0.01%
+80
243
$6.38K ﹤0.01%
278
244
$5.7K ﹤0.01%
315
245
$5.11K ﹤0.01%
126
246
$4.02K ﹤0.01%
42
247
$3.39K ﹤0.01%
54
248
$3.18K ﹤0.01%
30
249
$2.88K ﹤0.01%
90
250
$2.76K ﹤0.01%
92
8 9
10
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