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
$3.09B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$40.8M
2
+$38.5M
3
+$27.4M
4
SLF icon
Sun Life Financial
SLF
+$18.5M
5
DCBO
Docebo
DCBO
+$17.3M

Top Sells

1
+$63.3M
2
+$31.5M
3
+$28.4M
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$22.4M
5
BEP icon
Brookfield Renewable
BEP
+$22.3M

Sector Composition

1 Financials 24.33%
2 Energy 15.84%
3 Technology 9.91%
4 Industrials 9.5%
5 Materials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-48,100
252
– –
-15,400
253
– –
-36,100
254
– –
-18,300
255
– –
-55,680
256
– –
-13,000
257
– –
-25,500
258
– –
-12,600
259
– –
-5,150
260
– –
-431,300
7 8 9 10
11