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
201
$103K 0.02%
768
+167
202
$98.7K 0.02%
1,462
+335
203
$98.2K 0.02%
937
+228
204
$96.9K 0.02%
+2,993
205
$95.8K 0.02%
2,531
+137
206
$95.1K 0.02%
2,367
+191
207
$93.5K 0.02%
+1,110
208
$87.6K 0.02%
1,009
+209
209
$85.9K 0.02%
7,687
-72
210
$85.1K 0.02%
+4,578
211
$80.5K 0.02%
4,335
-679
212
$79.9K 0.02%
1,011
+169
213
$79.8K 0.02%
642
+143
214
$77.8K 0.02%
1,530
+336
215
$76.4K 0.02%
2,004
+426
216
$73.9K 0.02%
1,854
+468
217
$73.4K 0.02%
894
+168
218
$71.6K 0.02%
11,095
+2,541
219
$69.6K 0.02%
596
+129
220
$69.5K 0.02%
1,752
+117
221
$67.6K 0.02%
748
+164
222
$64.4K 0.02%
2,741
+642
223
$64.3K 0.02%
784
+168
224
$63.6K 0.02%
1,130
+264
225
$62.9K 0.02%
361
+74
7 8
9
10 11