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
201
$417K 0.02%
+20,600
202
$397K 0.02%
+30,100
203
$391K 0.02%
2,600
+1,100
204
$386K 0.02%
9,700
205
$374K 0.02%
7,552
206
$354K 0.02%
5,000
+1,300
207
$347K 0.02%
18,270
-12,491
208
$325K 0.01%
9,895
209
$316K 0.01%
4,400
-1,400
210
$315K 0.01%
10,500
211
$312K 0.01%
24,800
+1,000
212
$307K 0.01%
6,100
-800
213
$293K 0.01%
2,800
214
$293K 0.01%
24,900
+7,800
215
$291K 0.01%
7,900
-1,300
216
$290K 0.01%
14,500
217
$287K 0.01%
1,864
-944
218
$271K 0.01%
+2,300
219
$265K 0.01%
+8,300
220
$261K 0.01%
+7,831
221
$253K 0.01%
+2,100
222
$251K 0.01%
+3,800
223
$246K 0.01%
4,100
-40,600
224
$244K 0.01%
7,700
225
$239K 0.01%
+3,200
7 8
9
10 11