IAIM

Industrial Alliance Investment Management Portfolio holdings

AUM $166M
1-Year Est. Return 19.29%
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.4B
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16M
3
+$10.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.7M
5
TPR icon
Tapestry
TPR
+$9.41M

Top Sells

1
+$18M
2
+$10.1M
3
+$8.17M
4
UNH icon
UnitedHealth
UNH
+$6.57M
5
LMT icon
Lockheed Martin
LMT
+$6.46M

Sector Composition

1 Technology 24.66%
2 Healthcare 18.59%
3 Consumer Discretionary 8.53%
4 Communication Services 8.38%
5 Financials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K ﹤0.01%
+223
402
$11K ﹤0.01%
+42
403
$11K ﹤0.01%
2,185
404
$11K ﹤0.01%
+54
405
$11K ﹤0.01%
+785
406
$11K ﹤0.01%
+293
407
$11K ﹤0.01%
+828
408
$11K ﹤0.01%
+789
409
$10K ﹤0.01%
+74
410
$10K ﹤0.01%
+62
411
$10K ﹤0.01%
+139
412
$10K ﹤0.01%
+171
413
$10K ﹤0.01%
+374
414
$10K ﹤0.01%
+197
415
$10K ﹤0.01%
+42
416
$10K ﹤0.01%
+157
417
$10K ﹤0.01%
+347
418
$10K ﹤0.01%
+153
419
$10K ﹤0.01%
+62
420
$9K ﹤0.01%
46
-22,636
421
$9K ﹤0.01%
+955
422
$8K ﹤0.01%
114
423
$6K ﹤0.01%
41
424
$4K ﹤0.01%
60
425
$1K ﹤0.01%
64
14 15 16
17
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