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
26
$3.68M 0.99%
104,986
+136
27
$3.52M 0.94%
67,772
-1,346
28
$3.5M 0.94%
26,957
+337
29
$3.28M 0.88%
34,376
+1,141
30
$3.22M 0.86%
91,728
+14,292
31
$3.11M 0.83%
28,971
+1,340
32
$3.04M 0.82%
94,243
+1,950
33
$3.04M 0.81%
62,829
+8,482
34
$3.02M 0.81%
16,495
+428
35
$2.92M 0.78%
105,196
+51,533
36
$2.73M 0.73%
70,964
-7,336
37
$2.72M 0.73%
51,908
-111
38
$2.68M 0.72%
74,947
-124
39
$2.61M 0.7%
62,362
+1,686
40
$2.52M 0.68%
80,710
+1,889
41
$2.29M 0.62%
28,223
-5,284
42
$2.24M 0.6%
66,700
+560
43
$2.1M 0.56%
11,954
+408
44
$2.04M 0.55%
36,987
-5,614
45
$1.73M 0.46%
54,979
+1,716
46
$1.65M 0.44%
33,322
-41
47
$1.61M 0.43%
83,561
+13,399
48
$1.57M 0.42%
33,426
-385
49
$1.54M 0.41%
28,732
+1,712
50
$1.53M 0.41%
45,885
+2,898
1
2
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