We are live on ! Find out more
Fiera Capital (Canada)

Fiera Capital (Canada) Portfolio holdings

AUM $27.6B
1-Year Est. Return 23.56%
This Fund
S&P 500
This Quarter Est. Return
+11.44%
1 Year Est. Return
+23.56%
3 Year Est. Return
+73.59%
5 Year Est. Return
+96.75%
10 Year Est. Return
+462.14%
AUM
$29.5B
AUM Growth
+$1.82B
Cap. Flow
-$475M
Cap. Flow %
-1.61%
Top 10 Hldgs %
37.88%
Holding
505
New
44
Increased
150
Reduced
202
Closed
66

Top Buys

Rank Stock Value
1
CPRT icon
Copart
CPRT
+$168M
2
MTD icon
Mettler-Toledo International
MTD
+$61.2M
3
CYBR
CyberArk
CYBR
+$46.7M
4
MOH icon
Molina Healthcare
MOH
+$45M
5
TOST icon
Toast
TOST
+$40.7M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$176M
2
BDX icon
Becton Dickinson
BDX
+$84.3M
3
IT icon
Gartner
IT
+$81.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$81.1M
5
AZO icon
AutoZone
AZO
+$80.3M

Sector Composition

Rank Sector Weight
1 Technology 24.12%
2 Financials 22.2%
3 Industrials 17.94%
4 Consumer Discretionary 11.73%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAI
326
Western Asset Investment Grade Income Fund
PAI
$114M
$1.1M ﹤0.01%
84,961
-873
-1% -$10.8K
BKT icon
327
BlackRock Income Trust
BKT
$341M
$1.08M ﹤0.01%
92,184
-4,511
-5% -$52.1K
ERC
328
Allspring Multi-Sector Income Fund
ERC
$261M
$1.07M ﹤0.01%
112,946
-1,083
-0.9% -$9.93K
DGII icon
329
Digi International
DGII
$3.23B
$1.06M ﹤0.01%
30,431
-12,569
-29% -$385K
RWL icon
330
Invesco S&P 500 Revenue ETF
RWL
$9.95B
$1.06M ﹤0.01%
10,158
– –
DSL
331
DoubleLine Income Solutions Fund
DSL
$1.23B
$1.02M ﹤0.01%
83,264
-781
-0.9% -$9.4K
VBF icon
332
Invesco Bond Fund
VBF
$169M
$1.02M ﹤0.01%
65,949
-498
-0.7% -$7.63K
XPEL icon
333
XPEL
XPEL
$1.35B
$1,000K ﹤0.01%
27,850
-4,650
-14% -$153K
JQC icon
334
Nuveen Credit Strategies Income Fund
JQC
$717M
$999K ﹤0.01%
185,336
-1,673
-0.9% -$8.75K
MDY icon
335
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$977K ﹤0.01%
1,725
– –
AGG icon
336
iShares Core US Aggregate Bond ETF
AGG
$138B
$974K ﹤0.01%
9,815
+105
+1% +$10.3K
LMT icon
337
Lockheed Martin
LMT
$140B
$967K ﹤0.01%
2,088
+225
+12% +$105K
RL icon
338
Ralph Lauren
RL
$23.6B
$960K ﹤0.01%
3,500
– –
IWM icon
339
iShares Russell 2000 ETF
IWM
$82.2B
$949K ﹤0.01%
4,397
-51
-1% -$10.3K
USFR icon
340
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$947K ﹤0.01%
+18,829
New +$948K
VT icon
341
Vanguard Total World Stock ETF
VT
$81.4B
$938K ﹤0.01%
7,298
-16
-0.2% -$1.91K
IWO icon
342
iShares Russell 2000 Growth ETF
IWO
$15B
$886K ﹤0.01%
3,099
-95,048
-97% -$25M
XLE icon
343
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$878K ﹤0.01%
20,698
– –
TT icon
344
Trane Technologies
TT
$105B
$844K ﹤0.01%
1,930
– –
WMT icon
345
Walmart Inc
WMT
$923B
$831K ﹤0.01%
8,498
+6
+0.1% +$572
BSV icon
346
Vanguard Short-Term Bond ETF
BSV
$45.6B
$812K ﹤0.01%
10,320
+112
+1% +$8.76K
EAD
347
Allspring Income Opportunities Fund
EAD
$379M
$790K ﹤0.01%
111,922
-75
-0.1% -$505
ISD
348
PGIM High Yield Bond Fund
ISD
$419M
$790K ﹤0.01%
55,745
-64
-0.1% -$870
ULTA icon
349
Ulta Beauty
ULTA
$22.9B
$790K ﹤0.01%
1,688
-13
-0.8% -$5.38K
DHF
350
BNY Mellon High Yield Strategies Fund
DHF
$175M
$770K ﹤0.01%
296,326
-27
-0% -$67
12 13
14
15 16

Similar funds

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors New York $25.9B AUM 22.07% 1-Year Est. Return

Fiera Capital (Canada)'s Q2 2025 Portfolio in Review

As of Q2 2025, Fiera Capital (Canada) held 505 positions worth $29.5B, up 6.6% from $27.7B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Fiera Capital (Canada)'s Q2 2025 filing shows 44 new, 150 increased, 202 reduced and 66 closed positions. Its largest new stake was CyberArk: 128,153 shares worth $52.1M. The largest sale was UnitedHealth, an estimated $176M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Industrials.

  • Fiera Capital (Canada)'s largest Q2 2025 buy was CyberArk: 128,153 shares worth $52.1M.
  • Fiera Capital (Canada) added most to Copart in Q2 2025, an estimated $168M increase.
  • Fiera Capital (Canada)'s biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $176M.
  • Fiera Capital (Canada) fully exited Gartner in Q2 2025, selling an estimated $81.3M.
  • Fiera Capital (Canada)'s ten largest holdings make up 38% of its $29.5B portfolio in Q2 2025.
  • Fiera Capital (Canada) opened 44 new positions and closed 66 in Q2 2025.
  • Fiera Capital (Canada)'s portfolio value rose 6.6% quarter-over-quarter to $29.5B.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2025, filed 8 Aug 2025.