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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
EQT icon
126
EQT Corp
EQT
$32.3B
$31.7M 0.1%
687,550
-12,805
-2% -$528K
TRP icon
127
TC Energy
TRP
$65.9B
$31.4M 0.1%
673,668
-56,473
-8% -$2.67M
AIT icon
128
Applied Industrial Technologies
AIT
$13.3B
$30.6M 0.1%
127,690
-3,205
-2% -$799K
IDYA icon
129
IDEAYA Biosciences
IDYA
$3.56B
$30.4M 0.1%
1,184,467
-105,353
-8% -$2.98M
BRZE icon
130
Braze
BRZE
$2.99B
$30M 0.09%
715,213
-39,994
-5% -$1.45M
POWI icon
131
Power Integrations
POWI
$3.6B
$28.8M 0.09%
466,560
-13,381
-3% -$851K
DORM icon
132
Dorman Products
DORM
$4.18B
$28.7M 0.09%
221,790
-4,262
-2% -$546K
FOLD
133
DELISTED
Amicus Therapeutics
FOLD
$28.6M 0.09%
3,037,248
-175,313
-5% -$1.82M
CFLT
134
DELISTED
Confluent
CFLT
$28.4M 0.09%
1,016,453
-20,204
-2% -$542K
VRRM icon
135
Verra Mobility
VRRM
$744M
$27.8M 0.09%
1,148,020
-71,138
-6% -$1.76M
TFII icon
136
TFI International
TFII
$11.5B
$27.3M 0.09%
202,090
– –
BLDR icon
137
Builders FirstSource
BLDR
$8.04B
$27.1M 0.09%
+189,524
New +$33.5M
NARI
138
DELISTED
Inari Medical, Inc. Common Stock
NARI
$27M 0.08%
527,990
-35,577
-6% -$1.75M
AVNT icon
139
Avient
AVNT
$4.19B
$25.5M 0.08%
625,232
-18,079
-3% -$876K
BILL icon
140
BILL Holdings
BILL
$4.78B
$23.9M 0.08%
+282,210
New +$21M
PATK icon
141
Patrick Industries
PATK
$2.95B
$23.8M 0.08%
287,020
-6,802
-2% -$607K
CRNX icon
142
Crinetics Pharmaceuticals
CRNX
$8.92B
$23.3M 0.07%
454,982
-11,093
-2% -$621K
VEA icon
143
Vanguard FTSE Developed Markets ETF
VEA
$236B
$23.2M 0.07%
485,094
+50,937
+12% +$2.56M
IMCR icon
144
Immunocore
IMCR
$1.73B
$23M 0.07%
779,964
-65,768
-8% -$2.08M
ATS icon
145
ATS Corp
ATS
$2.05B
$22M 0.07%
721,297
+136,493
+23% +$4.14M
WPM icon
146
Wheaton Precious Metals
WPM
$60.9B
$21.7M 0.07%
385,959
-15,173
-4% -$940K
XENE icon
147
Xenon Pharmaceuticals
XENE
$6.12B
$21M 0.07%
535,887
-18,313
-3% -$757K
LLY icon
148
Eli Lilly
LLY
$1.06T
$21M 0.07%
27,148
+3,976
+17% +$3.29M
META icon
149
Meta Platforms (Facebook)
META
$1.51T
$20.9M 0.07%
35,610
+5,263
+17% +$3.09M
VVV icon
150
Valvoline
VVV
$4.51B
$20.7M 0.07%
573,082
-37,142
-6% -$1.49M
4 5
6
7 8

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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.