IIM

Intact Investment Management Portfolio holdings

AUM $3.48B
1-Year Est. Return 31.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1 +$44.8M
2 +$28.5M
3 +$25.9M
4
FNV icon
Franco-Nevada
FNV
+$19.1M
5
SU icon
Suncor Energy
SU
+$19.1M

Top Sells

1 +$82.4M
2 +$38.2M
3 +$25.7M
4
AGI icon
Alamos Gold
AGI
+$22.9M
5
SHOP icon
Shopify
SHOP
+$19.6M

Sector Composition

1 Financials 24.01%
2 Energy 13.17%
3 Materials 11.61%
4 Communication Services 8.83%
5 Utilities 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEM icon
251
Newmont
NEM
$140B
$140K ﹤0.01%
1,400
-49,100
ELF icon
252
e.l.f. Beauty
ELF
$4.82B
$98.9K ﹤0.01%
+1,300
HBM icon
253
Hudbay
HBM
$10.6B
$91.7K ﹤0.01%
+4,620
ADSK icon
254
Autodesk
ADSK
$52.4B
$88.8K ﹤0.01%
+300
WDAY icon
255
Workday
WDAY
$35.2B
$85.9K ﹤0.01%
+400
RSG icon
256
Republic Services
RSG
$71.1B
$84.8K ﹤0.01%
+400
VLO icon
257
Valero Energy
VLO
$65.5B
$81.4K ﹤0.01%
+500
MPC icon
258
Marathon Petroleum
MPC
$61.9B
$81.3K ﹤0.01%
+500
CLX icon
259
Clorox
CLX
$15.3B
$80.7K ﹤0.01%
+800
FISV
260
Fiserv Inc
FISV
$33.3B
$80.6K ﹤0.01%
+1,200
CTVA icon
261
Corteva
CTVA
$54.2B
$80.4K ﹤0.01%
+1,200
CBRE icon
262
CBRE Group
CBRE
$42.8B
$80.4K ﹤0.01%
+500
DVA icon
263
DaVita
DVA
$10.3B
$79.5K ﹤0.01%
+700
J icon
264
Jacobs Solutions
J
$16.3B
$79.5K ﹤0.01%
600
-6,000
ED icon
265
Consolidated Edison
ED
$40.4B
$79.5K ﹤0.01%
+800
GEN icon
266
Gen Digital
GEN
$13.5B
$78.9K ﹤0.01%
+2,900
IVZ icon
267
Invesco
IVZ
$11.6B
$78.8K ﹤0.01%
+3,000
OTIS icon
268
Otis Worldwide
OTIS
$36.4B
$78.6K ﹤0.01%
+900
PAYX icon
269
Paychex
PAYX
$33.8B
$78.5K ﹤0.01%
+700
CNC icon
270
Centene
CNC
$21.9B
$78.2K ﹤0.01%
+1,900
ROL icon
271
Rollins
ROL
$29.3B
$78K ﹤0.01%
+1,300
PSA icon
272
Public Storage
PSA
$54.6B
$77.8K ﹤0.01%
+300
PSX icon
273
Phillips 66
PSX
$64.5B
$77.4K ﹤0.01%
+600
DTE icon
274
DTE Energy
DTE
$30.7B
$77.4K ﹤0.01%
+600
AFL icon
275
Aflac
AFL
$58.8B
$77.2K ﹤0.01%
+700