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
$3.93B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$51.7M
3
+$50.2M
4
TRP icon
TC Energy
TRP
+$45.1M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$38M

Top Sells

1
+$76.9M
2
+$66.1M
3
+$41.4M
4
MFC icon
Manulife Financial
MFC
+$41.1M
5
ERF
Enerplus Corporation
ERF
+$28.7M

Sector Composition

1 Financials 24.88%
2 Energy 18.48%
3 Communication Services 10.22%
4 Industrials 9.51%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$691K 0.02%
5,200
227
$686K 0.02%
15,800
-2,000
228
$677K 0.02%
+2,400
229
$665K 0.02%
10,000
+4,800
230
$660K 0.02%
5,356
-2,678
231
$656K 0.02%
8,800
-2,200
232
$653K 0.02%
21,450
233
$611K 0.02%
13,000
-3,000
234
$609K 0.02%
45,009
235
$602K 0.02%
+900
236
$576K 0.01%
8,200
-1,600
237
$526K 0.01%
7,800
238
$456K 0.01%
+3,100
239
$443K 0.01%
8,500
+2,100
240
$401K 0.01%
2,400
-400
241
$395K 0.01%
+1,354
242
$369K 0.01%
4,000
243
$348K 0.01%
8,900
+1,300
244
$314K 0.01%
15,300
245
$290K 0.01%
700
246
$256K 0.01%
3,000
-1,100
247
$216K 0.01%
+6,000
248
– –
-3,600
249
– –
-21,800
250
– –
-3,901
7 8 9
10
11