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
151
$1.85M 0.07%
287,200
-1,347,000
152
$1.83M 0.07%
760,800
+402,200
153
$1.7M 0.06%
+52,972
154
$1.68M 0.06%
25,686
-9,015
155
$1.63M 0.06%
16,735
-8,574
156
$1.61M 0.06%
+24,222
157
$1.61M 0.06%
+11,000
158
$1.55M 0.06%
8,000
159
$1.52M 0.05%
28,900
-2,720
160
$1.51M 0.05%
49,100
-9,800
161
$1.33M 0.05%
+182,000
162
$1.26M 0.05%
9,500
+400
163
$962K 0.03%
34,100
+1,000
164
$813K 0.03%
18,450
+280
165
$793K 0.03%
4,250
166
$753K 0.03%
16,500
-1,750
167
$736K 0.03%
3,000
168
$717K 0.03%
7,500
-700
169
$658K 0.02%
5,300
170
$616K 0.02%
9,200
171
$615K 0.02%
5,900
-500
172
$608K 0.02%
5,800
173
$601K 0.02%
5,000
-200
174
$587K 0.02%
4,300
175
$571K 0.02%
18,700
-104,300
5 6
7
8 9