IGAM

iA Global Asset Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 31.62%
This Quarter Est. Return
1 Year Est. Return
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.69B
AUM Growth
+$456M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$47.7M
3
+$31.4M
4
TDG icon
TransDigm Group
TDG
+$30.2M
5
V icon
Visa
V
+$30M

Top Sells

1
+$42.7M
2
+$40.2M
3
+$35.2M
4
LOW icon
Lowe's Companies
LOW
+$27.3M
5
AAPL icon
Apple
AAPL
+$26.2M

Sector Composition

1 Technology 31.2%
2 Healthcare 10.16%
3 Communication Services 9.79%
4 Consumer Discretionary 9.65%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.64M 0.05%
90,859
+51,096
227
$2.63M 0.05%
+21,740
228
$2.63M 0.05%
15,408
-37,613
229
$2.62M 0.05%
39,184
+1,536
230
$2.61M 0.05%
22,652
+588
231
$2.6M 0.05%
29,424
+25,419
232
$2.56M 0.05%
24,335
+2,033
233
$2.56M 0.04%
13,830
+11,462
234
$2.5M 0.04%
44,318
-75,657
235
$2.5M 0.04%
9,135
+255
236
$2.48M 0.04%
+59,690
237
$2.46M 0.04%
12,947
+1,248
238
$2.45M 0.04%
15,370
+8,914
239
$2.37M 0.04%
42,698
+19,479
240
$2.35M 0.04%
8,978
-5,692
241
$2.34M 0.04%
2,532
+2,177
242
$2.32M 0.04%
23,144
+5,298
243
$2.25M 0.04%
+16,531
244
$2.23M 0.04%
11,520
+1,873
245
$2.19M 0.04%
30,633
+4,678
246
$2.17M 0.04%
9,461
+5,220
247
$2.13M 0.04%
9,221
-640
248
$2.11M 0.04%
7,288
+681
249
$2.1M 0.04%
10,251
-2,025
250
$2.09M 0.04%
10,418
+6,478
8 9
10
11 12