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
$413M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$2.26M
3
+$2.11M
4
BNS icon
Scotiabank
BNS
+$2.06M
5
MFC icon
Manulife Financial
MFC
+$1.89M

Top Sells

1
+$3.89M
2
+$521K
3
+$490K
4
MET icon
MetLife
MET
+$458K
5
SU icon
Suncor Energy
SU
+$404K

Sector Composition

1 Financials 31.95%
2 Energy 12.69%
3 Industrials 12.15%
4 Healthcare 9.56%
5 Technology 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.92%
97,117
+34,755
27
$3.69M 0.89%
67,832
+60
28
$3.68M 0.89%
26,327
-630
29
$3.68M 0.89%
101,594
+9,866
30
$3.61M 0.87%
33,677
-699
31
$3.6M 0.87%
18,142
+1,647
32
$3.45M 0.84%
93,974
-11,012
33
$3.41M 0.83%
29,697
+726
34
$3.33M 0.81%
93,718
-525
35
$2.98M 0.72%
70,488
-476
36
$2.98M 0.72%
106,600
+1,404
37
$2.93M 0.71%
61,922
-907
38
$2.55M 0.62%
78,784
-1,926
39
$2.53M 0.61%
50,815
-1,093
40
$2.44M 0.59%
66,735
+35
41
$2.43M 0.59%
66,291
-8,656
42
$2.31M 0.56%
11,704
-250
43
$2.23M 0.54%
36,666
-321
44
$1.95M 0.47%
26,941
-1,282
45
$1.81M 0.44%
37,628
+4,202
46
$1.72M 0.42%
84,067
+506
47
$1.72M 0.42%
32,495
-827
48
$1.53M 0.37%
28,466
-266
49
$1.51M 0.36%
45,251
-634
50
$1.49M 0.36%
49,817
-5,162
1
2
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