IIM

Intact Investment Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.89B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$65.3M
2
+$43.3M
3
+$37M
4
ENB icon
Enbridge
ENB
+$30.5M
5
SU icon
Suncor Energy
SU
+$17.8M

Top Sells

1
+$21M
2
+$21M
3
+$19.7M
4
CP icon
Canadian Pacific Kansas City
CP
+$15.8M
5
TU icon
Telus
TU
+$12.9M

Sector Composition

1 Financials 24.12%
2 Energy 14.76%
3 Industrials 11.13%
4 Materials 9.69%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$373K 0.01%
+2,300
227
$372K 0.01%
13,000
-10,000
228
$352K 0.01%
+1,400
229
$294K 0.01%
4,000
230
$283K 0.01%
+10,906
231
$274K 0.01%
+12,600
232
$271K 0.01%
+1,200
233
$246K 0.01%
2,800
+600
234
$238K 0.01%
800
-6,800
235
$234K 0.01%
+1,400
236
$233K 0.01%
+1,025
237
– –
-40,700
238
– –
-288,900
239
– –
-4,700
240
– –
-224,000
241
– –
-6,200
242
– –
-11,700
243
– –
-125,400
244
– –
-6,420
245
– –
-245,496
246
– –
-37,400
247
– –
-65,700
248
– –
-12,400
249
– –
-47,810
250
– –
-14,500
7 8 9
10
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