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
26
$40.9M 0.72%
523,992
+77,376
27
$40.7M 0.72%
28,543
+21,194
28
$40.3M 0.71%
45,483
-16,005
29
$40M 0.7%
1,554,800
+302,100
30
$39M 0.69%
189,121
+27,520
31
$38.6M 0.68%
235,056
+76,275
32
$38.3M 0.67%
73,631
+2,729
33
$37.8M 0.66%
106,831
-14,220
34
$37.6M 0.66%
65,599
+3,003
35
$36.2M 0.64%
448,662
-29,686
36
$36M 0.63%
507,570
+46,880
37
$34.2M 0.6%
281,413
+38,548
38
$33.5M 0.59%
64,819
-7,939
39
$32.6M 0.57%
85,330
+47,589
40
$32.5M 0.57%
838,281
-103,794
41
$31.2M 0.55%
249,778
-8,912
42
$30.9M 0.54%
263,416
+30,259
43
$29.2M 0.51%
324,045
+17,245
44
$28.9M 0.51%
170,013
+25,737
45
$28.8M 0.51%
344,155
-7,745
46
$28.5M 0.5%
102,499
-15,970
47
$26.7M 0.47%
149,562
+47,189
48
$25.1M 0.44%
147,668
+3,558
49
$24.6M 0.43%
461,932
+16,079
50
$23.7M 0.42%
152,169
+112,643