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
176
$556K 0.02%
10,600
-2,900
177
$544K 0.02%
3,200
+1,800
178
$535K 0.02%
4,944
+206
179
$517K 0.02%
10,900
180
$496K 0.02%
11,000
+4,300
181
$473K 0.02%
2,540
+1,040
182
$472K 0.02%
15,600
+7,400
183
$470K 0.02%
3,700
+400
184
$453K 0.02%
21,700
-6,000
185
$445K 0.02%
7,300
186
$425K 0.02%
2,200
187
$423K 0.02%
4,600
188
$418K 0.02%
+9,500
189
$417K 0.02%
2,500
190
$414K 0.01%
2,000
191
$406K 0.01%
1,400
192
$403K 0.01%
4,200
193
$401K 0.01%
4,700
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194
$398K 0.01%
7,500
195
$397K 0.01%
11,800
+4,100
196
$397K 0.01%
5,000
197
$395K 0.01%
5,000
198
$395K 0.01%
2,800
-2,200
199
$392K 0.01%
9,000
200
$388K 0.01%
7,200
6 7
8
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