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
126
$16K 0.01%
600
-175,200
127
$13K 0.01%
400
128
– –
-38,900
129
– –
-23,400
130
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-116,500
131
– –
-7,100
132
– –
-28,500
133
– –
-136,786
134
– –
-23,800
135
– –
-77,499
136
– –
-583,300
137
– –
-7,400
138
– –
-15,900
139
– –
-45,100
140
– –
-118,200
141
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-4,100
142
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-30,000
143
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-179,100
144
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-108,400
145
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-3,452
146
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-9,200
147
– –
-73,153
148
– –
-23,000
149
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-13,000
150
– –
-33,085
4 5
6
7 8