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
$1.9B
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$46.3M
2
+$39.4M
3
+$38.1M
4
BNS icon
Scotiabank
BNS
+$30.4M
5
OVV icon
Ovintiv
OVV
+$23M

Top Sells

1
+$51.3M
2
+$34.8M
3
+$34.8M
4
TU icon
Telus
TU
+$33.4M
5
TRP icon
TC Energy
TRP
+$29.5M

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
– –
-4,500
205
– –
-17,300
206
– –
-6,000
207
– –
-832,100
208
– –
-22,200
209
– –
-657,200
210
– –
-346,600
211
– –
-30,800
212
– –
-11,300
213
– –
-1,085,700
5 6 7 8
9