CS
Credential Securities Portfolio holdings
AUM
$440M
This Quarter Return
+2.48%
1 Year Return
+9.8%
3 Year Return
+32.56%
5 Year Return
–
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+15%)
Cap. Flow
+$36.4M
Cap. Flow
% of AUM
11.11%
Top 10 Holdings %
Top 10 Hldgs %
35.21%
Holding
276
New
16
Increased
122
Reduced
96
Closed
11
Top Buys
| 1 |
UnitedHealth
UNH
|
$4.32M |
| 2 |
PepsiCo
PEP
|
$3.64M |
| 3 |
Canadian Natural Resources
CNQ
|
$3.21M |
| 4 |
Toronto Dominion Bank
TD
|
$2.12M |
| 5 |
Scotiabank
BNS
|
$1.81M |
Top Sells
| 1 |
IAC Inc
IAC
|
$625K |
| 2 |
Restaurant Brands International
QSR
|
$491K |
| 3 |
Ecolab
ECL
|
$491K |
| 4 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$280K |
| 5 |
Unilever
UL
|
$208K |
Sector Composition
| 1 | Financials | 30.49% |
| 2 | Industrials | 12.63% |
| 3 | Energy | 11.74% |
| 4 | Healthcare | 10.01% |
| 5 | Technology | 9.61% |