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
351
$737K 0.01%
6,900
352
$736K 0.01%
32,175
+5,038
353
$736K 0.01%
3,700
+2,305
354
$729K 0.01%
8,950
-1,032
355
$728K 0.01%
3,662
+196
356
$728K 0.01%
7,593
-4,652
357
$717K 0.01%
7,965
+3,115
358
$715K 0.01%
16,899
+16,892
359
$710K 0.01%
2,051
+53
360
$674K 0.01%
4,944
-24,396
361
$661K 0.01%
14,589
-122
362
$658K 0.01%
+3,136
363
$651K 0.01%
5,273
-18
364
$630K 0.01%
1,745
+1,425
365
$625K 0.01%
+2,829
366
$624K 0.01%
31,545
+812
367
$621K 0.01%
2,411
+1,416
368
$620K 0.01%
2,098
-5
369
$608K 0.01%
5,429
+425
370
$604K 0.01%
22,289
-1,361
371
$592K 0.01%
4,530
+2,090
372
$583K 0.01%
+26,403
373
$581K 0.01%
9,358
+1,842
374
$567K 0.01%
+8,692
375
$556K 0.01%
6,894
-7,615
13 14
15
16 17