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
176
$165K 0.04%
2,339
+341
177
$160K 0.04%
1,173
-33
178
$151K 0.04%
1,381
179
$149K 0.04%
334
-9
180
$144K 0.04%
4,230
-120
181
$136K 0.04%
2,430
182
$133K 0.04%
2,473
-6,995
183
$129K 0.03%
+2,122
184
$127K 0.03%
6,755
+616
185
$127K 0.03%
+1,667
186
$119K 0.03%
7,386
187
$112K 0.03%
822
+165
188
$112K 0.03%
1,583
+668
189
$109K 0.03%
2,791
-105
190
$109K 0.03%
+729
191
$107K 0.03%
+3,959
192
$102K 0.03%
1,595
+314
193
$98.9K 0.03%
+2,394
194
$98.7K 0.03%
1,384
-52
195
$98.4K 0.03%
1,560
-43
196
$96.5K 0.03%
+2,260
197
$93.2K 0.03%
914
-32
198
$89.7K 0.02%
1,305
+280
199
$89.1K 0.02%
5,014
200
$88.3K 0.02%
1,214
+257
6 7
8
9 10