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
176
$4.18M 0.07%
99,971
+32,198
177
$4.17M 0.07%
7,383
+125
178
$4.15M 0.07%
28,688
-11,778
179
$4.06M 0.07%
50,338
-14,200
180
$4M 0.07%
131,542
+1,211
181
$3.94M 0.07%
50,904
+7,896
182
$3.87M 0.07%
23,396
-6,495
183
$3.76M 0.06%
18,159
+427
184
$3.74M 0.06%
41,254
+53
185
$3.68M 0.06%
25,875
-1,111
186
$3.65M 0.06%
10,560
-4,364
187
$3.58M 0.06%
45,145
+958
188
$3.54M 0.06%
31,633
+20,674
189
$3.47M 0.06%
80,188
+7,436
190
$3.46M 0.06%
34,923
+1,164
191
$3.38M 0.06%
9,073
+700
192
$3.36M 0.06%
28,726
+24,584
193
$3.35M 0.06%
16,890
+353
194
$3.31M 0.06%
5,590
-50
195
$3.27M 0.06%
11,884
+5,156
196
$3.25M 0.06%
17,907
+812
197
$3.19M 0.06%
126,900
-1,338,300
198
$3.17M 0.05%
+165,380
199
$3.05M 0.05%
9,648
+223
200
$3.01M 0.05%
13,459
+6,287
6 7
8
9 10