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
201
$87.8K 0.02%
601
+123
202
$87.5K 0.02%
4,107
+838
203
$84.5K 0.02%
+1,760
204
$84.2K 0.02%
539
+110
205
$83.4K 0.02%
468
+86
206
$82K 0.02%
7,759
-61
207
$78.6K 0.02%
1,127
+230
208
$77.6K 0.02%
816
+180
209
$75.1K 0.02%
709
210
$73.6K 0.02%
2,176
+462
211
$68.2K 0.02%
395
+70
212
$64.7K 0.02%
842
+156
213
$63.6K 0.02%
1,578
+318
214
$61.4K 0.02%
1,635
+172
215
$61K 0.02%
800
+168
216
$59.5K 0.02%
2,552
-368
217
$59.3K 0.02%
726
+178
218
$57.7K 0.02%
1,386
+550
219
$57.5K 0.02%
1,194
+250
220
$56.4K 0.02%
8,554
+1,733
221
$55.9K 0.02%
467
+95
222
$55.7K 0.01%
423
+140
223
$52.4K 0.01%
+499
224
$51.7K 0.01%
866
+176
225
$50K 0.01%
460
+98
7 8
9
10 11