IIM

Intact Investment Management Portfolio holdings

AUM $2.95B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$31.2M
3
+$19.8M
4
TRP icon
TC Energy
TRP
+$16.3M
5
OVV icon
Ovintiv
OVV
+$15.5M

Top Sells

1
+$43.1M
2
+$41.8M
3
+$26.2M
4
PEGI
Pattern Energy Group Inc. Class A
PEGI
+$14.1M
5
STN icon
Stantec
STN
+$12.5M

Sector Composition

1 Financials 26.42%
2 Energy 21.17%
3 Materials 10.7%
4 Communication Services 10.39%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.01%
+1,890
227
$224K 0.01%
+1,800
228
$223K 0.01%
+1,400
229
$223K 0.01%
+6,900
230
$222K 0.01%
6,246
-5,143
231
$222K 0.01%
3,100
232
$221K 0.01%
5,200
-3,400
233
$218K 0.01%
8,400
234
$217K 0.01%
+7,800
235
$217K 0.01%
1,200
-1,100
236
$216K 0.01%
2,600
-1,900
237
$215K 0.01%
2,600
238
$215K 0.01%
+4,600
239
$215K 0.01%
+2,800
240
$214K 0.01%
7,700
-2,700
241
$213K 0.01%
+1,400
242
$212K 0.01%
6,600
-4,100
243
$209K 0.01%
+5,600
244
$209K 0.01%
2,600
-2,200
245
$207K 0.01%
3,400
-1,100
246
$204K 0.01%
+2,000
247
$173K 0.01%
+12,800
248
$158K 0.01%
1,864
249
– –
-2,200
250
– –
-9,000
8 9
10
11 12