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
51
$1.48M 0.36%
22,114
+109
52
$1.45M 0.35%
27,560
+620
53
$1.44M 0.35%
13,460
-277
54
$1.4M 0.34%
26,820
-380
55
$1.36M 0.33%
7,255
-132
56
$1.36M 0.33%
8,147
-8
57
$1.34M 0.32%
45,318
-37
58
$1.33M 0.32%
32,187
-668
59
$1.31M 0.32%
8,610
-219
60
$1.28M 0.31%
37,322
-1,025
61
$1.28M 0.31%
3,992
-75
62
$1.28M 0.31%
17,681
+471
63
$1.26M 0.3%
31,433
-415
64
$1.25M 0.3%
5,966
-72
65
$1.15M 0.28%
15,272
-200
66
$1.12M 0.27%
22,490
-301
67
$1.11M 0.27%
11,593
-162
68
$1.09M 0.26%
11,874
-71
69
$1.09M 0.26%
19,012
-252
70
$1.06M 0.26%
10,156
+9
71
$1.04M 0.25%
28,811
-663
72
$1.04M 0.25%
55,064
-344
73
$1.04M 0.25%
27,057
-98
74
$1.03M 0.25%
5,953
-92
75
$1.02M 0.25%
18,858
-297
1 2
3
4 5