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
$2.7B
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$55.7M
2
+$53M
3
+$45.1M
4
BMO icon
Bank of Montreal
BMO
+$45.1M
5
BN icon
Brookfield
BN
+$21M

Top Sells

1
+$103M
2
+$41.6M
3
+$24.4M
4
MEOH icon
Methanex
MEOH
+$22.5M
5
SLF icon
Sun Life Financial
SLF
+$20.2M

Sector Composition

1 Financials 24.64%
2 Energy 20.44%
3 Materials 11.43%
4 Industrials 9.85%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-2,800
302
– –
-387,000
303
– –
-18,100
304
– –
-3,300
305
– –
-2,800
306
– –
-355,500
307
– –
-27,500
308
– –
-6,400
309
– –
-18,281
310
– –
-12,183
9 10 11 12
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