Fiera Capital Corp
Institutional investor · Portfolio as of Q3 2021
Top Holdings567 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 869,250 | $2.3B | 6.0% | $60.96 | +118.76% | 12 qtrssince 2018-Q4 | Increased 63 |
MOODY'S CORP | 6.4M | $2.3B | 5.8% | $145.85 | +133.32% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.2M | $2B | 5.2% | $175.27 | +56.49% | 12 qtrssince 2018-Q4 | Increased 63 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 16.1M | $1.8B | 4.6% | $37.09 | +180.03% | 12 qtrssince 2018-Q4 | Increased 60 |
MASTERCARD INC - A | 4.3M | $1.5B | 3.8% | $199.13 | +72.79% | 12 qtrssince 2018-Q4 | Increased 59 |
MSCI INC | 2.2M | $1.3B | 3.4% | $139.63 | +311.44% | 12 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 7.9M | $1.3B | 3.3% | $110.53 | +31.13% | 12 qtrssince 2018-Q4 | Increased 59 |
SHERWIN-WILLIAMS CO/THE | 4.4M | $1.2B | 3.1% | $217.42 | +24.95% | 12 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 718,936 | $1.2B | 3.1% | $958.86 | +77.08% | 12 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 6.4M | $955.4M | 2.5% | $96.63 | +38.11% | 12 qtrssince 2018-Q4 | Increased 56 |
NIKE INC -CL B | 6.5M | $948M | 2.4% | $73.39 | +86.35% | 12 qtrssince 2018-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 2.3M | $916.9M | 2.4% | $292.62 | +27.48% | 12 qtrssince 2018-Q4 | Increased 55 |
BECTON DICKINSON AND CO | 3.7M | $916.8M | 2.4% | $160.47 | +12.16% | 12 qtrssince 2018-Q4 | Decreased 0 |
TJX COMPANIES INC | 13.8M | $907.6M | 2.3% | $43.73 | +40.37% | 12 qtrssince 2018-Q4 | Increased 57 |
ORACLE CORP | 10.1M | $884.1M | 2.3% | $42.65 | +101.39% | 12 qtrssince 2018-Q4 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 637,734 | $878.4M | 2.3% | $585.75 | +140.45% | 12 qtrssince 2018-Q4 | Decreased 0 |
OTIS WORLDWIDE CORP | 10.2M | $836.6M | 2.1% | $52.38 | +44.57% | 6 qtrssince 2020-Q2 | Decreased 0 |
CARRIER GLOBAL CORP | 15.1M | $783.1M | 2.0% | $21.03 | +129.30% | 6 qtrssince 2020-Q2 | Decreased 0 |
GRACO INC | 10.7M | $747.8M | 1.9% | $39.07 | +68.00% | 12 qtrssince 2018-Q4 | Increased 50 |
CME GROUP INC | 3.8M | $743.4M | 1.9% | $142.37 | +10.62% | 12 qtrssince 2018-Q4 | Increased 50 |
Fiera Capital Corp manages $38.9B across 567 positions as of Q3 2021. Top holdings: GOOGL (6.0%), MCO (5.8%), MSFT (5.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 37 new positions, 45 exits, 161 increased. Top move: GOOGL (INCREASED, conviction 63). Portfolio: $38.9B across 567 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer