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
51
$954K 0.38%
47,600
-117,600
52
$907K 0.36%
+13,300
53
$901K 0.36%
+25,000
54
$830K 0.33%
+83,000
55
$770K 0.3%
13,200
-14,800
56
$756K 0.3%
24,400
-134,200
57
$705K 0.28%
17,000
-118,400
58
$690K 0.27%
13,581
-53,244
59
$683K 0.27%
12,200
-18,300
60
$646K 0.26%
11,500
-31,100
61
$641K 0.25%
+12,000
62
$590K 0.23%
11,700
-19,800
63
$586K 0.23%
12,900
-135,300
64
$569K 0.22%
10,300
-39,300
65
$551K 0.22%
+21,000
66
$543K 0.21%
+1,853
67
$478K 0.19%
12,200
-20,500
68
$475K 0.19%
5,253
-7,313
69
$470K 0.19%
+4,400
70
$459K 0.18%
8,000
-10,300
71
$448K 0.18%
+9,313
72
$432K 0.17%
10,500
-15,600
73
$429K 0.17%
+10,485
74
$425K 0.17%
7,400
-53,100
75
$416K 0.16%
+9,900
1 2
3
4 5