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
$2.24B
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$54.7M
3
+$36.7M
4
VRN
Veren
VRN
+$19.7M
5
PBA icon
Pembina Pipeline
PBA
+$17.6M

Top Sells

1
+$82M
2
+$61.6M
3
+$40.5M
4
SLF icon
Sun Life Financial
SLF
+$37.4M
5
CNQ icon
Canadian Natural Resources
CNQ
+$16.9M

Sector Composition

1 Financials 23.74%
2 Energy 20.18%
3 Communication Services 13.4%
4 Industrials 9.09%
5 Materials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$568K 0.03%
16,700
177
$562K 0.03%
+12,500
178
$547K 0.02%
28,200
-3,300
179
$545K 0.02%
1,600
180
$543K 0.02%
+31,500
181
$539K 0.02%
15,600
182
$538K 0.02%
12,800
-2,800
183
$535K 0.02%
14,100
-70,000
184
$526K 0.02%
14,600
185
$525K 0.02%
9,800
-5,300
186
$512K 0.02%
16,900
187
$509K 0.02%
25,300
188
$506K 0.02%
8,300
-4,400
189
$500K 0.02%
+1,600
190
$493K 0.02%
9,200
-1,100
191
$485K 0.02%
9,100
-12,900
192
$479K 0.02%
+6,300
193
$479K 0.02%
14,619
-1,772
194
$469K 0.02%
6,500
+2,900
195
$463K 0.02%
12,800
196
$460K 0.02%
8,100
+2,300
197
$442K 0.02%
+9,400
198
$438K 0.02%
6,800
199
$431K 0.02%
6,500
+900
200
$425K 0.02%
4,100
6 7
8
9 10