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
$2.78B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$60.9M
2
+$23.9M
3
+$23.8M
4
SU icon
Suncor Energy
SU
+$16.3M
5
AQN icon
Algonquin Power & Utilities
AQN
+$15.6M

Top Sells

1
+$28.1M
2
+$26.4M
3
+$24.9M
4
NTR icon
Nutrien
NTR
+$16.6M
5
WPM icon
Wheaton Precious Metals
WPM
+$14.1M

Sector Composition

1 Financials 23.79%
2 Energy 20.43%
3 Communication Services 9.25%
4 Industrials 8.88%
5 Utilities 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 1.1%
659,340
+49,500
27
$29.6M 1.06%
1,186,690
+149,300
28
$25.5M 0.92%
251,223
-245,000
29
$24.5M 0.88%
583,700
+568,100
30
$21.1M 0.76%
319,620
-16,700
31
$19.6M 0.71%
228,320
-96,280
32
$18.7M 0.67%
244,940
-46,000
33
$16.7M 0.6%
926,400
-85,900
34
$15.8M 0.57%
272,899
35
$15.7M 0.56%
188,300
+200
36
$15.4M 0.55%
326,600
-3,800
37
$15.3M 0.55%
630,489
+73,615
38
$14.8M 0.53%
430,770
-15,072
39
$14.4M 0.52%
289,000
+20,400
40
$14.1M 0.51%
180,500
-1,400
41
$13.5M 0.49%
299,020
+43,080
42
$13.4M 0.48%
110,600
+59,300
43
$13.3M 0.48%
99,914
+8,964
44
$13M 0.47%
66,600
-2,800
45
$12.9M 0.46%
238,400
-161,200
46
$12.8M 0.46%
+1,713,200
47
$12.7M 0.46%
100,100
+14,100
48
$12.5M 0.45%
219,700
-17,700
49
$11.6M 0.42%
401,000
-486,900
50
$11.5M 0.41%
1,772,600
-924,340
1
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