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
251
$2.64K ﹤0.01%
43
252
$2.5K ﹤0.01%
50
253
$2.29K ﹤0.01%
38
254
$2.28K ﹤0.01%
116
255
$1.9K ﹤0.01%
8
256
$1.79K ﹤0.01%
12
257
$1.67K ﹤0.01%
31
258
$1.49K ﹤0.01%
57
259
$1.39K ﹤0.01%
42
-6,545
260
$1.36K ﹤0.01%
40
261
$1.12K ﹤0.01%
+80
262
$796 ﹤0.01%
25
263
$628 ﹤0.01%
19
264
$574 ﹤0.01%
48
265
$465 ﹤0.01%
12
266
$90 ﹤0.01%
2
267
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0
268
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269
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270
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271
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272
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273
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274
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-240
275
– –
-15
8 9 10
11
12