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
401
$222K ﹤0.01%
+916
402
$217K ﹤0.01%
3,446
-924
403
$210K ﹤0.01%
2,511
+1,101
404
$207K ﹤0.01%
5,602
-339
405
$205K ﹤0.01%
1,160
406
$201K ﹤0.01%
+7,399
407
$199K ﹤0.01%
+647
408
$195K ﹤0.01%
4,440
+220
409
$194K ﹤0.01%
+1,090
410
$193K ﹤0.01%
1,977
+56
411
$192K ﹤0.01%
236
+16
412
$176K ﹤0.01%
13,303
+5,390
413
$155K ﹤0.01%
1,581
-932
414
$142K ﹤0.01%
1,835
+202
415
$125K ﹤0.01%
1,378
+35
416
$118K ﹤0.01%
3,808
-23,172
417
$112K ﹤0.01%
1,850
418
$93K ﹤0.01%
7,510
419
$90K ﹤0.01%
2,978
-217
420
$87K ﹤0.01%
5,540
-198
421
$82K ﹤0.01%
+1,126
422
$45K ﹤0.01%
550
-17,922
423
$20K ﹤0.01%
+576
424
$15K ﹤0.01%
+99
425
$12K ﹤0.01%
+74