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
$440M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.17M
3 +$1.05M
4
TD icon
Toronto Dominion Bank
TD
+$1.03M
5
V icon
Visa
V
+$1.02M

Top Sells

1 +$874K
2 +$837K
3 +$673K
4
PCAR icon
PACCAR
PCAR
+$634K
5
ING icon
ING
ING
+$606K

Sector Composition

1 Financials 31.21%
2 Energy 13.88%
3 Industrials 11.28%
4 Healthcare 11.08%
5 Technology 8.96%