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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
+2.15%
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
$13.2B
AUM Growth
+$1.15B
(+9.5%)
Cap. Flow
+$514M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
545
New
54
Increased
258
Reduced
142
Closed
75
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VRN
Veren
VRN
|
+$161M |
| 2 |
Wells Fargo
WFC
|
+$91.4M |
| 3 |
Telus
TU
|
+$78.6M |
| 4 |
Gildan
GIL
|
+$74.1M |
| 5 |
Rogers Communications
RCI
|
+$68.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Teck Resources
TECK
|
+$63.7M |
| 2 |
Suncor Energy
SU
|
+$63.4M |
| 3 |
Sun Life Financial
SLF
|
+$52.9M |
| 4 |
Cenovus Energy
CVE
|
+$39.4M |
| 5 |
SJR
Shaw Communications Inc.
SJR
|
+$38M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 29.28% |
| 2 | Energy | 14.62% |
| 3 | Industrials | 10.09% |
| 4 | Technology | 8.57% |
| 5 | Consumer Discretionary | 8.33% |
Similar funds
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Fiera Capital (Canada)'s Q1 2014 Portfolio in Review
As of Q1 2014, Fiera Capital (Canada) held 545 positions worth $13.2B, up 9.5% from $12.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Fiera Capital (Canada) deployed $514M of net new capital in Q1 2014, opening 54 new positions and adding to 258 existing holdings. Its largest new stake was Veren: 4,996,218 shares worth $167M.
By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 27% a quarter earlier, followed by Energy and Industrials.
On the sell side, the largest reduction was Teck Resources, an estimated $63.7M trimmed.
- Fiera Capital (Canada)'s largest Q1 2014 buy was Veren: 4,996,218 shares worth $167M.
- Fiera Capital (Canada) added most to Wells Fargo in Q1 2014, an estimated $91.4M increase.
- Fiera Capital (Canada)'s biggest Q1 2014 reduction was Teck Resources, cutting an estimated $63.7M.
- Fiera Capital (Canada) fully exited Toll Brothers in Q1 2014, selling an estimated $24M.
- Fiera Capital (Canada)'s ten largest holdings make up 32% of its $13.2B portfolio in Q1 2014.
- Fiera Capital (Canada) opened 54 new positions and closed 75 in Q1 2014.
- Fiera Capital (Canada)'s portfolio value rose 9.5% quarter-over-quarter to $13.2B.
Based on Fiera Capital (Canada)'s 13F filing for Q1 2014, filed 15 Apr 2014.