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
376
$329K 0.01%
4,688
+52
377
$328K 0.01%
+972
378
$323K 0.01%
+4,685
379
$322K 0.01%
5,072
+56
380
$321K 0.01%
6,097
-704
381
$319K 0.01%
2,157
+24
382
$319K 0.01%
2,413
+26
383
$316K 0.01%
24,235
+269
384
$313K 0.01%
1,870
385
$302K 0.01%
2,656
+30
386
$294K 0.01%
1,950
387
$288K 0.01%
1,309
-7,519
388
$287K ﹤0.01%
3,974
-13,006
389
$286K ﹤0.01%
+4,650
390
$277K ﹤0.01%
4,155
+355
391
$276K ﹤0.01%
+18,223
392
$268K ﹤0.01%
11,159
+124
393
$267K ﹤0.01%
1,152
-3,388
394
$262K ﹤0.01%
2,300
395
$257K ﹤0.01%
+3,092
396
$252K ﹤0.01%
+11,450
397
$238K ﹤0.01%
2,058
+328
398
$232K ﹤0.01%
9,882
-1,594
399
$230K ﹤0.01%
1,055
-24,645
400
$226K ﹤0.01%
+3,535