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
276
$1.4M 0.02%
44,899
-4,921
277
$1.39M 0.02%
12,267
-759
278
$1.38M 0.02%
+44,476
279
$1.36M 0.02%
+17,009
280
$1.34M 0.02%
12,204
+5,501
281
$1.33M 0.02%
16,989
+4,589
282
$1.32M 0.02%
2,359
+1,658
283
$1.32M 0.02%
22,050
-32,487
284
$1.31M 0.02%
+12,701
285
$1.3M 0.02%
+9,984
286
$1.3M 0.02%
+5,739
287
$1.3M 0.02%
+15,676
288
$1.3M 0.02%
1,098
-101
289
$1.27M 0.02%
+46,882
290
$1.27M 0.02%
9,302
-30,818
291
$1.25M 0.02%
2,593
+740
292
$1.2M 0.02%
+13,736
293
$1.2M 0.02%
55,237
-47,941
294
$1.2M 0.02%
8,610
+478
295
$1.16M 0.02%
32,240
-2,906
296
$1.16M 0.02%
2,751
-1,641
297
$1.15M 0.02%
4,386
-370
298
$1.15M 0.02%
42,975
+894
299
$1.12M 0.02%
16,320
+6,416
300
$1.12M 0.02%
45,550
-340