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
$5.81B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1 +$145M
2 +$53M
3 +$34M
4
UBER icon
Uber
UBER
+$33M
5
UNP icon
Union Pacific
UNP
+$25.6M

Top Sells

1 +$33.7M
2 +$25.8M
3 +$22.7M
4
AVGO icon
Broadcom
AVGO
+$22.3M
5
MA icon
Mastercard
MA
+$20.7M

Sector Composition

1 Technology 27.62%
2 Financials 12.21%
3 Communication Services 10.51%
4 Healthcare 9.31%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.9M 0.03%
1,926
+324
252
$1.89M 0.03%
7,636
-376
253
$1.89M 0.03%
46,389
+495
254
$1.89M 0.03%
16,166
-53,774
255
$1.85M 0.03%
19,357
-713
256
$1.81M 0.03%
30,278
-17,201
257
$1.78M 0.03%
+32,263
258
$1.73M 0.03%
5,256
+2,503
259
$1.73M 0.03%
68,036
-15,565
260
$1.72M 0.03%
3,934
-574
261
$1.7M 0.03%
15,241
-230
262
$1.69M 0.03%
7,644
-1,410
263
$1.69M 0.03%
10,158
-222
264
$1.67M 0.03%
5,581
+29
265
$1.63M 0.03%
9,524
-515
266
$1.6M 0.03%
184,319
+25,986
267
$1.58M 0.03%
24,225
-2,591
268
$1.54M 0.03%
14,411
+606
269
$1.52M 0.03%
+257,680
270
$1.48M 0.03%
+11,343
271
$1.48M 0.03%
13,550
+1,655
272
$1.47M 0.03%
8,189
+3,626
273
$1.44M 0.02%
8,197
+235
274
$1.44M 0.02%
9,762
-7,280
275
$1.42M 0.02%
6,569
+1,467