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
76
$405K 0.16%
7,400
-62,700
77
$404K 0.16%
+4,700
78
$404K 0.16%
+5,300
79
$390K 0.15%
+3,300
80
$390K 0.15%
3,500
-29,100
81
$384K 0.15%
9,500
-9,800
82
$361K 0.14%
7,546
-20,121
83
$354K 0.14%
+3,280
84
$349K 0.14%
12,300
-21,760
85
$347K 0.14%
7,000
-30,500
86
$346K 0.14%
+13,000
87
$335K 0.13%
836,000
-11,348,000
88
$333K 0.13%
+20,000
89
$323K 0.13%
7,800
-171,000
90
$315K 0.12%
+6,000
91
$308K 0.12%
+2,700
92
$300K 0.12%
+28,900
93
$300K 0.12%
15,200
-173,800
94
$298K 0.12%
5,600
-56,600
95
$293K 0.12%
34,000
-517,100
96
$286K 0.11%
6,500
-50,500
97
$284K 0.11%
+6,564
98
$276K 0.11%
6,000
-13,600
99
$270K 0.11%
5,300
-54,000
100
$260K 0.1%
+2,800
2 3
4
5 6