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
51
$23.3M 0.4%
995,570
+445,570
52
$22.2M 0.38%
272,084
+109,699
53
$22.2M 0.38%
531,840
+248,000
54
$21.8M 0.38%
56,958
+9,511
55
$21.6M 0.37%
192,547
-7,335
56
$21.4M 0.37%
+68,671
57
$21M 0.36%
568,912
+65,899
58
$20.3M 0.35%
24,530
-180
59
$20.1M 0.35%
218,748
-89,781
60
$19.6M 0.34%
160,664
+72,137
61
$19.3M 0.33%
31,363
+433
62
$19M 0.33%
61,017
+3,079
63
$18.4M 0.32%
102,327
+4,004
64
$18.3M 0.32%
178,379
+3,465
65
$18.3M 0.31%
338,505
66
$17.5M 0.3%
770,568
+305,691
67
$17.2M 0.3%
141,363
+22,446
68
$17.1M 0.29%
35,324
-5,538
69
$17.1M 0.29%
64,535
+28,098
70
$16.8M 0.29%
76,239
+5,322
71
$16.4M 0.28%
581,452
-23,811
72
$16.4M 0.28%
162,731
-17,636
73
$16.1M 0.28%
54,104
+27,212
74
$15.8M 0.27%
151,345
+11,345
75
$15.3M 0.26%
163,044
+110,114