Fiera Capital (Canada)

Fiera Capital (Canada) Portfolio holdings

AUM $30.9B
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.5B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$64.3M
3
+$52.1M
4
TOST icon
Toast
TOST
+$45.9M
5
MNDY icon
monday.com
MNDY
+$44.1M

Top Sells

1
+$143M
2
+$88.5M
3
+$87.3M
4
MSFT icon
Microsoft
MSFT
+$86.4M
5
IT icon
Gartner
IT
+$81.3M

Sector Composition

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
IWF icon
401
iShares Russell 1000 Growth ETF
IWF
$125B
$372K ﹤0.01%
875
-753
ASML icon
402
ASML
ASML
$401B
$364K ﹤0.01%
454
+77
SBUX icon
403
Starbucks
SBUX
$99.8B
$363K ﹤0.01%
3,965
-52,375
SHEL icon
404
Shell
SHEL
$220B
$356K ﹤0.01%
5,058
+776
VSS icon
405
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.89B
$355K ﹤0.01%
2,644
VHT icon
406
Vanguard Health Care ETF
VHT
$16.9B
$355K ﹤0.01%
1,428
-13
HSBC icon
407
HSBC
HSBC
$252B
$341K ﹤0.01%
5,606
+850
RWJ icon
408
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.61B
$340K ﹤0.01%
7,851
CCJ icon
409
Cameco
CCJ
$39.7B
$339K ﹤0.01%
4,567
-2,565
LQDT icon
410
Liquidity Services
LQDT
$736M
$330K ﹤0.01%
14,000
-700
SLP icon
411
Simulations Plus
SLP
$352M
$329K ﹤0.01%
18,869
-4,631
CVS icon
412
CVS Health
CVS
$103B
$329K ﹤0.01%
4,771
+701
WAT icon
413
Waters Corp
WAT
$23.2B
$321K ﹤0.01%
920
DE icon
414
Deere & Co
DE
$131B
$314K ﹤0.01%
617
+17
ESGV icon
415
Vanguard ESG US Stock ETF
ESGV
$11.8B
$311K ﹤0.01%
2,836
+7
BDX icon
416
Becton Dickinson
BDX
$55.1B
$304K ﹤0.01%
1,765
-460,071
IHG icon
417
InterContinental Hotels
IHG
$19.9B
$303K ﹤0.01%
2,628
+386
BCE icon
418
BCE
BCE
$21.4B
$281K ﹤0.01%
12,696
-995
PNC icon
419
PNC Financial Services
PNC
$72.8B
$276K ﹤0.01%
1,483
BEP icon
420
Brookfield Renewable
BEP
$8.33B
$276K ﹤0.01%
10,837
BND icon
421
Vanguard Total Bond Market
BND
$137B
$267K ﹤0.01%
3,632
CRM icon
422
Salesforce
CRM
$233B
$254K ﹤0.01%
931
VXF icon
423
Vanguard Extended Market ETF
VXF
$24.5B
$249K ﹤0.01%
1,292
GLD icon
424
SPDR Gold Trust
GLD
$134B
$244K ﹤0.01%
800
PGF icon
425
Invesco Financial Preferred ETF
PGF
$789M
$244K ﹤0.01%
17,275
15 16
17
18 19