IIM

Intact Investment Management Portfolio holdings

AUM $3.48B
1-Year Est. Return 31.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$18.5M
3
+$17.6M
4
AQN icon
Algonquin Power & Utilities
AQN
+$12M
5
SU icon
Suncor Energy
SU
+$11.9M

Top Sells

1
+$21.5M
2
+$19.8M
3
+$18.9M
4
NTR icon
Nutrien
NTR
+$11.5M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.5M

Sector Composition

1 Financials 23.79%
2 Energy 20.43%
3 Communication Services 9.26%
4 Industrials 8.88%
5 Utilities 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$213K 0.01%
+1,600
252
$210K 0.01%
+970
253
$205K 0.01%
+1,800
254
$205K 0.01%
2,400
-100
255
$205K 0.01%
1,600
256
$204K 0.01%
+3,400
257
$202K 0.01%
+3,100
258
$201K 0.01%
+3,440
259
$200K 0.01%
4,700
-400
260
$117K ﹤0.01%
3,533
261
$37K ﹤0.01%
1,021
262
– –
-22,500
263
– –
-4,700
264
– –
-3,700
265
– –
-3,228
266
– –
-10,067
267
– –
-12,000
268
– –
-1,400
269
– –
-2,200
270
– –
-3,000
271
– –
-312,000
272
– –
-1,600
273
– –
-5,200
274
– –
-24,400
275
– –
-3,200
8 9 10
11
12