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Portfolio (Quarterly) Guide ↗

Candriam S.C.A.

· CIK 0001537014
13F Portfolio $20.1B AUM 685 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 67 New 302 Added 267 Reduced 46 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WEC WEC ENERGY GROUP INC Utilities 3,456.0 $364K 0.00% NEW $105.46 +6.7%
62 HEI HEICO CORP NEW Industrials 762.0 $247K 0.00% NEW $323.60 +4.2%
63 VITL VITAL FARMS INC Consumer Defensive 7,594.0 $243K 0.00% NEW $31.94 -67.4%
64 LYEL LYELL IMMUNOPHARMA INC Healthcare 7,617.0 $234K 0.00% NEW $30.78 -58.6%
65 HAL HALLIBURTON CO Energy 7,995.0 $226K 0.00% NEW $28.26 +23.6%
66 AMKR AMKOR TECHNOLOGY INC Technology 5,410.0 $214K 0.00% NEW $39.48 +129.1%
67 GRAB GRAB HOLDINGS LIMITED Technology 10,041.0 $50K NEW $4.99 -28.5%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.2%
Healthcare 25.8%
Financial Services 11.2%
Consumer Cyclical 8.0%
Communication Services 7.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 1.7%
Basic Materials 1.5%
Real Estate 1.4%