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
151
$5.72M 0.1%
168,561
+92,181
152
$5.71M 0.1%
+22,460
153
$5.69M 0.1%
13,552
-211
154
$5.63M 0.1%
57,769
+1,258
155
$5.59M 0.1%
+64,266
156
$5.49M 0.09%
+28,901
157
$5.42M 0.09%
70,823
+17,381
158
$5.36M 0.09%
89,365
-3,286
159
$5.31M 0.09%
87,084
-11,648
160
$5.11M 0.09%
149,348
+3,143
161
$5.1M 0.09%
15,477
-3,359
162
$5.1M 0.09%
19,010
-12,830
163
$5.09M 0.09%
31,861
+389
164
$5.02M 0.09%
30,481
+9,320
165
$4.83M 0.08%
17,994
-42,913
166
$4.77M 0.08%
32,650
-12,520
167
$4.76M 0.08%
37,118
-1,394
168
$4.72M 0.08%
16,668
-195
169
$4.52M 0.08%
57,685
+43,873
170
$4.48M 0.08%
63,245
+1,351
171
$4.45M 0.08%
106,830
-30,080
172
$4.44M 0.08%
8,434
+215
173
$4.42M 0.08%
9,497
+784
174
$4.29M 0.07%
91,240
-40,520
175
$4.18M 0.07%
40,220
-29,360