AIM

Acuity Investment Management Portfolio holdings

AUM $70.8M
1-Year Est. Return 0.92%
This Quarter Est. Return
1 Year Est. Return
+0.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$478M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.46M
3
+$3.4M
4
CVE icon
Cenovus Energy
CVE
+$3.18M
5
BX icon
Blackstone
BX
+$2.53M

Top Sells

1
+$50.4M
2
+$46.7M
3
+$39M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$23M
5
BMO icon
Bank of Montreal
BMO
+$19.2M

Sector Composition

1 Financials 39.07%
2 Energy 15.09%
3 Industrials 9.38%
4 Materials 6.72%
5 Technology 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.93%
+30,500
27
$2.3M 0.91%
79,050
-224,397
28
$2.14M 0.85%
+30,667
29
$1.96M 0.78%
+26,400
30
$1.93M 0.76%
+50,000
31
$1.86M 0.73%
20,560
-45,460
32
$1.79M 0.71%
31,104
-64,928
33
$1.69M 0.67%
+176,400
34
$1.69M 0.67%
29,850
-69,300
35
$1.69M 0.67%
+45,000
36
$1.68M 0.66%
+31,900
37
$1.66M 0.65%
72,000
-153,200
38
$1.57M 0.62%
+60,300
39
$1.54M 0.61%
+40,000
40
$1.51M 0.6%
61,200
-109,700
41
$1.47M 0.58%
9,100
-2,900
42
$1.41M 0.56%
10,000
-36,700
43
$1.32M 0.52%
18,500
-34,900
44
$1.21M 0.48%
25,500
-160,400
45
$1.14M 0.45%
55,000
+3,600
46
$1.1M 0.44%
54,700
-120,200
47
$1.1M 0.43%
21,100
-130,400
48
$1.09M 0.43%
32,700
+17,400
49
$1.08M 0.43%
+14,790
50
$1M 0.4%
17,100
-82,200
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