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
$413M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.26M
3
+$2.11M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
MFC icon
Manulife Financial
MFC
+$1.89M

Top Sells

1
+$3.89M
2
+$521K
3
+$490K
4
MET icon
MetLife
MET
+$458K
5
SU icon
Suncor Energy
SU
+$404K

Sector Composition

1 Financials 31.95%
2 Energy 12.69%
3 Industrials 12.15%
4 Healthcare 9.56%
5 Technology 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.2K 0.01%
473
+50
227
$59.5K 0.01%
897
+199
228
$58.9K 0.01%
1,113
+239
229
$55.5K 0.01%
322
-73
230
$47.7K 0.01%
1,202
+243
231
$42.9K 0.01%
839
+54
232
$37K 0.01%
1,414
+135
233
$36.8K 0.01%
976
+223
234
$26K 0.01%
4,385
-456
235
$25.4K 0.01%
625
236
$25.1K 0.01%
2,715
-28,519
237
$23K 0.01%
+974
238
$22.9K 0.01%
386
+128
239
$18K ﹤0.01%
+1,720
240
$17.8K ﹤0.01%
200
-1,467
241
$7.49K ﹤0.01%
278
242
$7.41K ﹤0.01%
+2,400
243
$6.74K ﹤0.01%
150
-10,892
244
$5.23K ﹤0.01%
+60
245
$3.12K ﹤0.01%
100
+10
246
$2.57K ﹤0.01%
43
247
$2.14K ﹤0.01%
+500
248
$1.99K ﹤0.01%
34
-2,088
249
$1.76K ﹤0.01%
84
-17,516
250
$1.51K ﹤0.01%
57
8 9
10
11 12