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
$4.33B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$295M
2
+$211M
3
+$151M
4
AMZN icon
Amazon
AMZN
+$130M
5
JNJ icon
Johnson & Johnson
JNJ
+$120M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.29%
2 Healthcare 15.71%
3 Communication Services 9.17%
4 Consumer Discretionary 8.49%
5 Financials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.8M 0.44%
+99,966
52
$18.6M 0.43%
+44,927
53
$18.5M 0.43%
+105,005
54
$18.3M 0.42%
+169,432
55
$18.2M 0.42%
+72,205
56
$17.8M 0.41%
+92,159
57
$17.3M 0.4%
+282,294
58
$17M 0.39%
+92,920
59
$17M 0.39%
+26,379
60
$16.7M 0.39%
+332,071
61
$16.4M 0.38%
+228,480
62
$16.4M 0.38%
+184,553
63
$16M 0.37%
+136,836
64
$15.8M 0.37%
+91,469
65
$15.7M 0.36%
+179,729
66
$15.4M 0.36%
+109,615
67
$15.2M 0.35%
+42,244
68
$14.7M 0.34%
+282,606
69
$14.1M 0.33%
+236,131
70
$13.9M 0.32%
+118,842
71
$13.5M 0.31%
+307,820
72
$13.4M 0.31%
+36,409
73
$13.3M 0.31%
+353,245
74
$13.2M 0.3%
+109,639
75
$12.9M 0.3%
+83,583
1 2
3
4 5