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
101
$231K 0.09%
2,200
-26,000
102
$211K 0.08%
+2,800
103
$188K 0.07%
1,877
-26,701
104
$184K 0.07%
2,900
-40,100
105
$152K 0.06%
1,127
-10,746
106
$151K 0.06%
+3,200
107
$149K 0.06%
4,700
-34,900
108
$138K 0.05%
2,233
-5,581
109
$121K 0.05%
+3,400
110
$108K 0.04%
69,300
-11,087,706
111
$101K 0.04%
+1,934
112
$98K 0.04%
1,200
-94,400
113
$91K 0.04%
1,600
-14,300
114
$89K 0.04%
+1,200
115
$87K 0.03%
1,000
-38,400
116
$87K 0.03%
5,000
-117,400
117
$86K 0.03%
1,280
-23,840
118
$75K 0.03%
900
-68,000
119
$50K 0.02%
600
-18,400
120
$41K 0.02%
350
121
$36K 0.01%
+9,200
122
$30K 0.01%
700
123
$30K 0.01%
800
124
$26K 0.01%
600
-22,240
125
$23K 0.01%
500
3 4
5
6 7