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
76
$6.66M 0.24%
60,600
+21,800
77
$6.62M 0.24%
231,800
+36,400
78
$6.53M 0.24%
60,500
+3,300
79
$6.45M 0.23%
128,900
-13,900
80
$6.43M 0.23%
133,750
-585,350
81
$6.35M 0.23%
38,631
+17,821
82
$6.09M 0.22%
268,500
+4,600
83
$6.07M 0.22%
38,873
+8,179
84
$5.87M 0.21%
86,100
85
$5.71M 0.21%
102,900
+48,200
86
$5.7M 0.21%
187,588
87
$5.65M 0.2%
19,100
+2,000
88
$5.59M 0.2%
259,800
-11,000
89
$5.38M 0.19%
48,200
+3,000
90
$5.35M 0.19%
82,500
-7,600
91
$5.33M 0.19%
31,000
+8,500
92
$5.23M 0.19%
127,400
93
$5.2M 0.19%
38,300
-1,400
94
$5.17M 0.19%
104,400
+800
95
$5.14M 0.19%
10,300
+100
96
$5.13M 0.18%
88,400
97
$5.12M 0.18%
73,000
+31,500
98
$4.85M 0.17%
99,300
-11,500
99
$4.83M 0.17%
64,600
100
$4.63M 0.17%
128,900
2 3
4
5 6