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Fiera Capital (Canada) Portfolio holdings
AUM
$29.2B
1-Year Est. Return
20.16%
This Fund
S&P 500
This Quarter
Est. Return
+7.11%
1 Year Est. Return
+20.16%
3 Year Est. Return
+63.52%
5 Year Est. Return
+88.28%
10 Year Est. Return
+402.82%
AUM
$12.1B
AUM Growth
+$2.36B
(+24%)
Cap. Flow
+$2.17B
Cap. Flow
% of AUM
17.96%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
535
New
183
Increased
189
Reduced
113
Closed
44
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$118M |
| 2 |
Amgen
AMGN
|
+$86M |
| 3 |
Citigroup
C
|
+$78.4M |
| 4 |
Walt Disney
DIS
|
+$77.7M |
| 5 |
Microsoft
MSFT
|
+$70.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of Montreal
BMO
|
+$57.6M |
| 2 |
Occidental Petroleum
OXY
|
+$49.3M |
| 3 |
Canadian National Railway
CNI
|
+$38.8M |
| 4 |
GG
Goldcorp Inc
GG
|
+$38.3M |
| 5 |
Baytex Energy
BTE
|
+$30.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 27.33% |
| 2 | Energy | 15.98% |
| 3 | Industrials | 11% |
| 4 | Technology | 8.58% |
| 5 | Consumer Discretionary | 8.2% |
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Fiera Capital (Canada)'s Q4 2013 Portfolio in Review
As of Q4 2013, Fiera Capital (Canada) held 535 positions worth $12.1B, up 24% from $9.73B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Fiera Capital (Canada) deployed $2.17B of net new capital in Q4 2013, opening 183 new positions and adding to 189 existing holdings. Its largest new stake was Amazon: 3,890,560 shares worth $77.6M.
By sector, the portfolio is most concentrated in Financials at 27% of assets, down from 34% a quarter earlier, followed by Energy and Industrials.
On the sell side, the largest reduction was Bank of Montreal, an estimated $57.6M trimmed.
- Fiera Capital (Canada)'s largest Q4 2013 buy was Amazon: 3,890,560 shares worth $77.6M.
- Fiera Capital (Canada) added most to Apple in Q4 2013, an estimated $118M increase.
- Fiera Capital (Canada)'s biggest Q4 2013 reduction was Bank of Montreal, cutting an estimated $57.6M.
- Fiera Capital (Canada) fully exited Halliburton in Q4 2013, selling an estimated $8.61M.
- Fiera Capital (Canada)'s ten largest holdings make up 31% of its $12.1B portfolio in Q4 2013.
- Fiera Capital (Canada) opened 183 new positions and closed 44 in Q4 2013.
- Fiera Capital (Canada)'s portfolio value rose 24% quarter-over-quarter to $12.1B.
Based on Fiera Capital (Canada)'s 13F filing for Q4 2013, filed 10 Feb 2014.