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
26
$53.4M 0.92%
266,741
+90,944
27
$52M 0.89%
724,163
+298,696
28
$48.2M 0.83%
303,465
+54,966
29
$47.2M 0.81%
182,103
-37,916
30
$44.4M 0.76%
719,827
+28,072
31
$42.8M 0.74%
84,329
+11,158
32
$41.6M 0.72%
571,637
+452,246
33
$40.1M 0.69%
150,382
-9,091
34
$39.8M 0.69%
230,871
-9,215
35
$37.8M 0.65%
499,135
-2,516
36
$36.7M 0.63%
155,401
+108,469
37
$36.2M 0.62%
412,585
-73,927
38
$36.2M 0.62%
26,175
+3,924
39
$35.5M 0.61%
258,912
+8,220
40
$34.6M 0.6%
1,003,581
+94,659
41
$33.5M 0.58%
59,973
-2,104
42
$32.1M 0.55%
208,695
+34,023
43
$32M 0.55%
268,749
-108,794
44
$30.8M 0.53%
485,998
45
$29.7M 0.51%
6,445
-4,917
46
$28.9M 0.5%
82,690
-2,973
47
$27.8M 0.48%
185,512
+23,223
48
$25.2M 0.43%
50,916
+1,121
49
$24.6M 0.42%
119,995
+8,819
50
$23.9M 0.41%
283,142
+12,142
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