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
176
$174K 0.04%
3,239
-345
177
$173K 0.04%
3,587
-344
178
$172K 0.04%
1,205
+32
179
$157K 0.04%
1,064
+242
180
$156K 0.04%
4,434
+204
181
$152K 0.04%
2,286
-53
182
$147K 0.04%
2,042
+447
183
$147K 0.04%
1,997
+414
184
$143K 0.03%
+1,514
185
$143K 0.03%
5,855
-900
186
$136K 0.03%
2,430
187
$121K 0.03%
5,241
+1,134
188
$119K 0.03%
1,690
+385
189
$117K 0.03%
+992
190
$117K 0.03%
+1,485
191
$117K 0.03%
1,569
+355
192
$116K 0.03%
687
+148
193
$116K 0.03%
592
+124
194
$116K 0.03%
2,344
+84
195
$114K 0.03%
1,599
+39
196
$111K 0.03%
3,855
-104
197
$109K 0.03%
1,860
+100
198
$108K 0.03%
+10,070
199
$105K 0.03%
7,302
-84
200
$103K 0.02%
1,052
+236
6 7
8
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