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
-0.12%
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
$31.8B
AUM Growth
-$1.49B
Cap. Flow
-$1.05B
Cap. Flow %
-3.3%
Top 10 Hldgs %
40.63%
Holding
483
New
27
Increased
150
Reduced
228
Closed
31

Top Buys

Rank Stock Value
1
CPRT icon
Copart
CPRT
+$52.8M
2
DOCU
DocuSign
DOCU
+$42.5M
3
BLDR icon
Builders FirstSource
BLDR
+$33.5M
4
MSCI icon
MSCI
MSCI
+$29.8M
5
SNPS icon
Synopsys
SNPS
+$26M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$227M
2
TD icon
Toronto Dominion Bank
TD
+$105M
3
UNH icon
UnitedHealth
UNH
+$91.7M
4
ORCL icon
Oracle
ORCL
+$78.5M
5
TJX icon
TJX Companies
TJX
+$68.7M

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Financials 22.24%
3 Industrials 15.27%
4 Consumer Discretionary 11.75%
5 Healthcare 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
426
Barrick Mining
B
$73.2B
$301K ﹤0.01%
19,439
-348
-2% -$6.33K
ESGV icon
427
Vanguard ESG US Stock ETF
ESGV
$13.6B
$296K ﹤0.01%
2,822
+8
+0.3% +$839
AEM icon
428
Agnico Eagle Mines
AEM
$90.5B
$288K ﹤0.01%
3,679
-107
-3% -$8.82K
PNC icon
429
PNC Financial Services
PNC
$101B
$286K ﹤0.01%
1,483
– –
LDOS icon
430
Leidos
LDOS
$17.3B
$277K ﹤0.01%
1,921
-1,300
-40% -$216K
IWD icon
431
iShares Russell 1000 Value ETF
IWD
$83.7B
$261K ﹤0.01%
1,411
+2
+0.1% +$384
BND icon
432
Vanguard Total Bond Market
BND
$158B
$261K ﹤0.01%
+3,632
New +$266K
DE icon
433
Deere & Co
DE
$168B
$254K ﹤0.01%
600
– –
PGF icon
434
Invesco Financial Preferred ETF
PGF
$674M
$251K ﹤0.01%
17,275
– –
AZN icon
435
AstraZeneca
AZN
$250B
$248K ﹤0.01%
1,890
+533
+39% +$74.6K
BEP icon
436
Brookfield Renewable
BEP
$9.96B
$247K ﹤0.01%
10,869
– –
VXF icon
437
Vanguard Extended Market ETF
VXF
$31.7B
$245K ﹤0.01%
1,292
– –
SONY icon
438
Sony
SONY
$138B
$239K ﹤0.01%
+11,309
New +$220K
IWY icon
439
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$230K ﹤0.01%
+979
New +$225K
OC icon
440
Owens Corning
OC
$12.4B
$227K ﹤0.01%
1,334
– –
APD icon
441
Air Products & Chemicals
APD
$67.6B
$218K ﹤0.01%
750
– –
CAT icon
442
Caterpillar
CAT
$387B
$216K ﹤0.01%
+595
New +$231K
IWS icon
443
iShares Russell Mid-Cap Value ETF
IWS
$16B
$215K ﹤0.01%
1,663
– –
CRM icon
444
Salesforce
CRM
$158B
$209K ﹤0.01%
+625
New +$199K
TRV icon
445
Travelers Companies
TRV
$80.2B
$205K ﹤0.01%
+851
New +$212K
IHG icon
446
InterContinental Hotels
IHG
$23.2B
$201K ﹤0.01%
+1,610
New +$193K
BTE icon
447
Baytex Energy
BTE
$2.92B
$143K ﹤0.01%
+55,937
New +$159K
CNH
448
CNH Industrial
CNH
$17.5B
$135K ﹤0.01%
11,912
– –
EFXT
449
Enerflex
EFXT
$2.44B
$114K ﹤0.01%
11,440
– –
KGC icon
450
Kinross Gold
KGC
$32.8B
$97.7K ﹤0.01%
10,535
+9
+0.1% +$89
16 17
18
19 20

Similar funds

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 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

Fiera Capital (Canada)'s Q4 2024 Portfolio in Review

As of Q4 2024, Fiera Capital (Canada) held 483 positions worth $31.8B, down 4.5% from $33.3B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Fiera Capital (Canada) withdrew a net $1.05B in Q4 2024, closing 31 positions and reducing 228 holdings. Its most notable exit was Aspen Technology Inc, an estimated $56.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Industrials.

Against the trend, Fiera Capital (Canada) opened a new position in DocuSign worth $47.9M.

  • Fiera Capital (Canada)'s largest Q4 2024 buy was DocuSign: 532,802 shares worth $47.9M.
  • Fiera Capital (Canada) added most to Copart in Q4 2024, an estimated $52.8M increase.
  • Fiera Capital (Canada)'s biggest Q4 2024 reduction was TSMC, cutting an estimated $227M.
  • Fiera Capital (Canada) fully exited Aspen Technology Inc in Q4 2024, selling an estimated $56.5M.
  • Fiera Capital (Canada)'s ten largest holdings make up 41% of its $31.8B portfolio in Q4 2024.
  • Fiera Capital (Canada) opened 27 new positions and closed 31 in Q4 2024.
  • Fiera Capital (Canada)'s portfolio value fell 4.5% quarter-over-quarter to $31.8B.

Based on Fiera Capital (Canada)'s 13F filing for Q4 2024, filed 29 Jan 2025.