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
151
$5.14M 0.09%
38,500
+36,280
152
$5.14M 0.09%
10,839
+3,283
153
$5.12M 0.09%
21,612
+1,694
154
$5.1M 0.09%
20,460
+19,915
155
$5.09M 0.09%
102,010
+96,980
156
$5.09M 0.09%
39,022
+1,933
157
$5M 0.09%
45,633
+1,898
158
$4.98M 0.09%
+25,504
159
$4.78M 0.08%
+89,360
160
$4.78M 0.08%
13,790
-3,034
161
$4.74M 0.08%
69,642
+3,060
162
$4.74M 0.08%
17,477
+8,939
163
$4.74M 0.08%
92,761
+1,148
164
$4.71M 0.08%
14,550
+401
165
$4.71M 0.08%
45,338
+981
166
$4.69M 0.08%
47,837
-33,251
167
$4.61M 0.08%
26,759
+6,401
168
$4.59M 0.08%
+68,560
169
$4.57M 0.08%
37,198
+2,720
170
$4.54M 0.08%
23,030
+22,610
171
$4.52M 0.08%
47,902
+35,209
172
$4.5M 0.08%
32,910
+31,260
173
$4.49M 0.08%
22,730
-67,780
174
$4.39M 0.08%
54,690
-1,793
175
$4.37M 0.08%
46,551
+1,710