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
276
– –
-685
277
– –
-2,412
278
– –
-4,967
279
– –
-10,497
280
– –
-3,198
281
– –
-10,566
282
– –
-1,618
8 9 10 11
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