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
101
$10.6M 0.18%
145,884
-36,436
102
$10.5M 0.18%
+33,530
103
$10.3M 0.18%
114,785
-16,052
104
$10M 0.17%
116,996
+27,433
105
$9.98M 0.17%
147,055
-31,882
106
$9.94M 0.17%
14,627
+210
107
$9.94M 0.17%
+28,780
108
$9.91M 0.17%
102,948
-11,828
109
$9.78M 0.17%
+20,840
110
$9.74M 0.17%
82,267
+1,219
111
$9.56M 0.16%
100,110
-83,070
112
$9.48M 0.16%
51,883
+976
113
$9.29M 0.16%
71,207
+1,738
114
$9.08M 0.16%
25,741
+536
115
$9.05M 0.16%
+408,569
116
$8.64M 0.15%
+122,768
117
$8.53M 0.15%
58,060
+2,810
118
$8.44M 0.15%
36,160
-290
119
$8.22M 0.14%
32,332
-24,674
120
$8.07M 0.14%
183,569
+29,776
121
$8.07M 0.14%
115,560
+108,769
122
$8.05M 0.14%
308,400
+114,400
123
$7.97M 0.14%
34,110
+4,030
124
$7.91M 0.14%
18,192
-46,793
125
$7.54M 0.13%
26,166
+6,441