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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
+11.44%
1 Year Est. Return
+23.56%
3 Year Est. Return
+73.59%
5 Year Est. Return
+96.75%
10 Year Est. Return
+453.97%
AUM
$29.5B
AUM Growth
+$1.82B
Cap. Flow
-$475M
Cap. Flow %
-1.61%
Top 10 Hldgs %
37.88%
Holding
505
New
44
Increased
150
Reduced
202
Closed
66
Avg Time Held
18.3 quarters
Top 10 Avg Time Held
17.2 quarters
Top 20 Avg Time Held
17.8 quarters

Top Buys

Rank Stock Value
1
CPRT icon
Copart
CPRT
+$168M
2
MTD icon
Mettler-Toledo International
MTD
+$61.2M
3
CYBR icon
CyberArk
CYBR
+$46.7M
4
MOH icon
Molina Healthcare
MOH
+$45M
5
TOST icon
Toast
TOST
+$40.7M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$176M
2
BDX icon
Becton Dickinson
BDX
+$84.3M
3
IT icon
Gartner
IT
+$81.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$81.1M
5
AZO icon
AutoZone
AZO
+$80.3M

Sector Composition

Rank Sector Weight
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 Held Since
MSFT icon
1
Microsoft
MSFT
$3.97T
$1.78B 6.02%
3,568,993
-173,782
-5% -$75.5M
2013 Q2
48 quarters
TSM icon
2
TSMC
TSM
$2.35T
$1.67B 5.65%
7,363,696
-390,845
-5% -$72.4M
2013 Q2
48 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.3T
$1.32B 4.46%
7,470,713
-495,152
-6% -$81.1M
2015 Q4
38 quarters
MCO icon
4
Moody's
MCO
$80.4B
$1.29B 4.38%
2,574,948
+35,123
+1% +$16.3M
2013 Q2
48 quarters
AZO icon
5
AutoZone
AZO
$47.5B
$1.14B 3.85%
305,995
-21,775
-7% -$80.3M
2013 Q3
47 quarters
MA icon
6
Mastercard
MA
$516B
$1.01B 3.42%
1,794,614
-82,935
-4% -$45.9M
2013 Q2
48 quarters
ORCL icon
7
Oracle
ORCL
$429B
$890M 3.02%
4,069,352
-22,006
-0.5% -$3.55M
2013 Q2
48 quarters
CME icon
8
CME Group
CME
$101B
$769M 2.61%
2,790,592
+44,377
+2% +$12.1M
2016 Q3
35 quarters
TJX icon
9
TJX Companies
TJX
$153B
$696M 2.36%
5,634,215
-446,889
-7% -$56.7M
2013 Q2
48 quarters
RY icon
10
Royal Bank of Canada
RY
$266B
$626M 2.12%
4,754,458
+12,764
+0.3% +$1.56M
2013 Q2
48 quarters
SHW icon
11
Sherwin-Williams
SHW
$77.5B
$615M 2.08%
1,789,889
-45,626
-2% -$15.8M
2013 Q4
46 quarters
CNI icon
12
Canadian National Railway
CNI
$71.2B
$604M 2.05%
5,800,583
+330,901
+6% +$33.7M
2013 Q2
48 quarters
MSCI icon
13
MSCI
MSCI
$41.1B
$559M 1.9%
969,850
+20,682
+2% +$11.4M
2013 Q2
48 quarters
OTIS icon
14
Otis Worldwide
OTIS
$25.1B
$529M 1.79%
5,339,028
-55,271
-1% -$5.34M
2020 Q2
20 quarters
TRI icon
15
Thomson Reuters
TRI
$44.7B
$506M 1.72%
2,479,964
+26,177
+1% +$4.99M
2013 Q2
48 quarters
CARR icon
16
Carrier Global
CARR
$45.8B
$498M 1.69%
6,800,690
+86,873
+1% +$5.89M
2020 Q2
20 quarters
GIB icon
17
CGI
GIB
$14.5B
$470M 1.59%
4,474,424
+93,681
+2% +$9.87M
2013 Q2
48 quarters
WCN icon
18
Waste Connections
WCN
$38.4B
$459M 1.56%
2,461,080
+23,226
+1% +$4.47M
2016 Q1
37 quarters
CP icon
19
Canadian Pacific Kansas City
CP
$74.2B
$450M 1.53%
5,685,384
+31,237
+0.6% +$2.4M
2013 Q2
48 quarters
BMO icon
20
Bank of Montreal
BMO
$113B
$428M 1.45%
3,865,481
+580
+0% +$58.5K
2013 Q2
48 quarters
JNJ icon
21
Johnson & Johnson
JNJ
$630B
$421M 1.43%
2,758,667
-154,749
-5% -$23.8M
2013 Q2
48 quarters
PEP icon
22
PepsiCo
PEP
$172B
$417M 1.41%
3,157,757
-309,753
-9% -$41.7M
2013 Q2
48 quarters
QQQ icon
23
Invesco QQQ Trust
QQQ
$507B
$413M 1.4%
748,233
+11,960
+2% +$5.95M
2015 Q2
40 quarters
RBA icon
24
RB Global
RBA
$15.9B
$412M 1.4%
3,876,595
+102,681
+3% +$10.5M
2018 Q1
29 quarters
MTD icon
25
Mettler-Toledo International
MTD
$31.1B
$403M 1.37%
342,837
+54,740
+19% +$61.2M
2013 Q2
48 quarters
1
2 3 4 5

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Fiera Capital (Canada)'s Q2 2025 Portfolio in Review

As of Q2 2025, Fiera Capital (Canada) held 505 positions worth $29.5B, up 6.6% from $27.7B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Fiera Capital (Canada)'s Q2 2025 filing shows 44 new, 150 increased, 202 reduced and 66 closed positions. Its largest new stake was CyberArk: 128,153 shares worth $52.1M. The largest sale was UnitedHealth, an estimated $176M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Industrials.

  • Fiera Capital (Canada)'s largest Q2 2025 buy was CyberArk: 128,153 shares worth $52.1M.
  • Fiera Capital (Canada) added most to Copart in Q2 2025, an estimated $168M increase.
  • Fiera Capital (Canada)'s biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $176M.
  • Fiera Capital (Canada) fully exited Gartner in Q2 2025, selling an estimated $81.3M.
  • Fiera Capital (Canada)'s ten largest holdings make up 38% of its $29.5B portfolio in Q2 2025.
  • Fiera Capital (Canada) opened 44 new positions and closed 66 in Q2 2025.
  • Fiera Capital (Canada)'s portfolio value rose 6.6% quarter-over-quarter to $29.5B.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2025, filed 8 Aug 2025.