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
$2.79B
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$16.8M
3
+$14.4M
4
VRN
Veren
VRN
+$13.7M
5
MFC icon
Manulife Financial
MFC
+$10.1M

Top Sells

1
+$22.6M
2
+$18.3M
3
+$16.7M
4
BCE icon
BCE
BCE
+$16.5M
5
TRP icon
TC Energy
TRP
+$13.7M

Sector Composition

1 Financials 25.53%
2 Energy 19.39%
3 Communication Services 8.84%
4 Utilities 8.6%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$956K 0.03%
4,500
+200
177
$956K 0.03%
11,100
178
$953K 0.03%
+39,800
179
$936K 0.03%
91,800
180
$902K 0.03%
24,242
+20
181
$756K 0.03%
3,100
-200
182
$736K 0.03%
14,600
+5,500
183
$667K 0.02%
4,400
+400
184
$646K 0.02%
+16,800
185
$617K 0.02%
2,100
186
$612K 0.02%
7,300
187
$603K 0.02%
10,600
188
$581K 0.02%
2,200
-800
189
$579K 0.02%
5,700
190
$547K 0.02%
2,400
-300
191
$546K 0.02%
1,500
+200
192
$503K 0.02%
11,700
193
$501K 0.02%
5,900
-38,300
194
$499K 0.02%
5,500
195
$484K 0.02%
1,500
196
$472K 0.02%
3,600
197
$471K 0.02%
1,600
198
$460K 0.02%
112,000
-12,000
199
$433K 0.02%
3,100
+800
200
$419K 0.02%
2,500
6 7
8
9 10