CS

Credential Securities Portfolio holdings

AUM $440M
1-Year Est. Return 9.79%
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$2.64M
3 +$2.18M
4
BNS icon
Scotiabank
BNS
+$2.16M
5
MFC icon
Manulife Financial
MFC
+$1.78M

Top Sells

1 +$3.41M
2 +$1.72M
3 +$959K
4
MET icon
MetLife
MET
+$880K
5
DLTR icon
Dollar Tree
DLTR
+$846K

Sector Composition

1 Financials 32.42%
2 Energy 12.43%
3 Industrials 11.73%
4 Healthcare 10.73%
5 Technology 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CM icon
26
Canadian Imperial Bank of Commerce
CM
$85.6B
$4.05M 0.97%
91,986
-3,210
ENB icon
27
Enbridge
ENB
$104B
$4M 0.96%
127,344
+30,227
GIB icon
28
CGI
GIB
$19.9B
$3.63M 0.87%
63,112
-4,720
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.61M 0.86%
18,111
-31
JPM icon
30
JPMorgan Chase
JPM
$842B
$3.52M 0.84%
32,005
-1,672
JNJ icon
31
Johnson & Johnson
JNJ
$527B
$3.51M 0.84%
27,388
+1,061
PBA icon
32
Pembina Pipeline
PBA
$22.6B
$3.27M 0.78%
104,967
+3,373
OTEX icon
33
Open Text
OTEX
$7.61B
$2.86M 0.68%
82,306
-11,412
ORCL icon
34
Oracle
ORCL
$549B
$2.82M 0.67%
61,646
-276
AAPL icon
35
Apple
AAPL
$3.76T
$2.8M 0.67%
66,788
-3,700
SU icon
36
Suncor Energy
SU
$59.8B
$2.59M 0.62%
75,104
-18,870
STN icon
37
Stantec
STN
$11.4B
$2.57M 0.62%
105,635
-965
FTS icon
38
Fortis
FTS
$26.2B
$2.39M 0.57%
70,800
+4,509
CP icon
39
Canadian Pacific Kansas City
CP
$65.3B
$2.3M 0.55%
65,650
-1,085
MMM icon
40
3M
MMM
$89.1B
$2.13M 0.51%
11,578
-126
CVS icon
41
CVS Health
CVS
$99.8B
$2.09M 0.5%
33,517
+6,576
CVE icon
42
Cenovus Energy
CVE
$34B
$2.02M 0.48%
237,641
+179,855
TRI icon
43
Thomson Reuters
TRI
$55.2B
$2.01M 0.48%
45,646
-5,169
GIL icon
44
Gildan
GIL
$11.7B
$1.97M 0.47%
68,612
-10,172
BCE icon
45
BCE
BCE
$22.5B
$1.94M 0.46%
45,067
+7,439
WFC icon
46
Wells Fargo
WFC
$273B
$1.66M 0.4%
31,665
-5,001
RTN
47
DELISTED
Raytheon Company
RTN
$1.52M 0.36%
7,043
-212
VZ icon
48
Verizon
VZ
$164B
$1.51M 0.36%
31,480
-1,015
CA
49
DELISTED
CA, Inc.
CA
$1.5M 0.36%
44,262
-989
USB icon
50
US Bancorp
USB
$84.6B
$1.41M 0.34%
28,008
-458