IIM

Intact Investment Management Portfolio holdings

AUM $3.48B
1-Year Est. Return 31.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$39.9M
3
+$38.1M
4
BNS icon
Scotiabank
BNS
+$29M
5
OVV icon
Ovintiv
OVV
+$22.5M

Top Sells

1
+$46.3M
2
+$35.8M
3
+$31.8M
4
TU icon
Telus
TU
+$30.5M
5
TRP icon
TC Energy
TRP
+$29.1M

Sector Composition

1 Energy 29.3%
2 Financials 25.68%
3 Communication Services 14.74%
4 Materials 11.53%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.01%
+4,961
202
$228K 0.01%
+11,100
203
$146K 0.01%
+5,220
204
– –
-832,100
205
– –
-22,200
206
– –
-657,200
207
– –
-346,600
208
– –
-30,800
209
– –
-1,085,700
210
– –
-4,500
211
– –
-17,300
212
– –
-6,000
213
– –
-11,300
5 6 7 8
9