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
201
$2.99M 0.05%
194,340
-160,779
202
$2.95M 0.05%
12,200
+10,000
203
$2.94M 0.05%
43,015
-1,265
204
$2.9M 0.05%
270,215
+5,801
205
$2.88M 0.05%
41,642
-79,413
206
$2.87M 0.05%
59,202
+1,321
207
$2.82M 0.05%
64,646
+8,262
208
$2.81M 0.05%
22,676
-62
209
$2.8M 0.05%
3,518
-8,854
210
$2.73M 0.05%
49,802
+1,336
211
$2.68M 0.05%
137,259
-16,996
212
$2.64M 0.05%
20,383
-1,420
213
$2.62M 0.05%
+50,000
214
$2.61M 0.05%
91,540
+69,057
215
$2.59M 0.04%
48,872
+6,013
216
$2.51M 0.04%
18,342
+2,636
217
$2.5M 0.04%
63,862
+7,107
218
$2.49M 0.04%
36,836
-6,534
219
$2.49M 0.04%
28,368
+3,550
220
$2.49M 0.04%
13,263
+1,267
221
$2.44M 0.04%
15,252
+228
222
$2.4M 0.04%
187,520
223
$2.4M 0.04%
29,872
-17,643
224
$2.34M 0.04%
41,302
-6,695
225
$2.31M 0.04%
+47,938
7 8
9
10 11