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Credential Securities Portfolio holdings
AUM
$440M
1-Year Est. Return
9.75%
This Fund
S&P 500
This Quarter
Est. Return
+1.7%
1 Year Est. Return
+9.75%
3 Year Est. Return
+32.5%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
97.07%
Top 10 Holdings %
Top 10 Hldgs %
34.71%
Holding
199
New
199
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Toronto Dominion Bank
TD
|
+$7.91M |
| 2 |
Scotiabank
BNS
|
+$7.05M |
| 3 |
Canadian Natural Resources
CNQ
|
+$5.48M |
| 4 |
Suncor Energy
SU
|
+$4.96M |
| 5 |
Canadian National Railway
CNI
|
+$4.27M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 23.75% |
| 2 | Energy | 17.63% |
| 3 | Technology | 12.15% |
| 4 | Industrials | 9.87% |
| 5 | Communication Services | 8.84% |
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Credential Securities's Q1 2014 Portfolio in Review
Q1 2014 is the first quarter with a 13F filing on record for Credential Securities, which disclosed 199 positions worth $134M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Toronto Dominion Bank: 175,383 shares worth $8.24M.
By sector, the portfolio is most concentrated in Financials at 24% of assets, followed by Energy and Technology.
- Credential Securities's largest Q1 2014 buy was Toronto Dominion Bank: 175,383 shares worth $8.24M.
- Credential Securities's ten largest holdings make up 35% of its $134M portfolio in Q1 2014.
- Credential Securities disclosed 199 positions in Q1 2014, its first 13F filing on record.
Based on Credential Securities's 13F filing for Q1 2014, filed 21 Jul 2025.