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
51
$1.38M 0.37%
7,387
+17
52
$1.37M 0.37%
22,005
+5,757
53
$1.37M 0.37%
26,466
-1,348
54
$1.31M 0.35%
26,940
+1,780
55
$1.31M 0.35%
32,855
-1,547
56
$1.3M 0.35%
27,200
+1,520
57
$1.3M 0.35%
38,347
+1,022
58
$1.26M 0.34%
4,067
+13
59
$1.26M 0.34%
8,829
-125
60
$1.22M 0.33%
31,848
+1,963
61
$1.21M 0.32%
8,155
+179
62
$1.2M 0.32%
22,565
-1,304
63
$1.19M 0.32%
13,737
+788
64
$1.18M 0.32%
27,589
-5,581
65
$1.15M 0.31%
6,038
+376
66
$1.15M 0.31%
45,355
+561
67
$1.13M 0.3%
17,685
-4,372
68
$1.13M 0.3%
15,472
+920
69
$1.09M 0.29%
11,945
+801
70
$1.07M 0.29%
22,791
+1,325
71
$1.05M 0.28%
29,474
-119
72
$1.03M 0.28%
19,264
+1,124
73
$1.02M 0.27%
17,210
+1,394
74
$1.02M 0.27%
19,155
+1,080
75
$997K 0.27%
55,408
-13,476
1 2
3
4 5