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
201
$383K 0.01%
11,700
202
$380K 0.01%
1,100
-750
203
$377K 0.01%
2,300
204
$369K 0.01%
5,300
205
$363K 0.01%
5,500
-1,200
206
$362K 0.01%
7,600
-3,000
207
$331K 0.01%
1,200
208
$328K 0.01%
7,950
209
$319K 0.01%
16,300
210
$314K 0.01%
8,700
211
$309K 0.01%
+75,300
212
$305K 0.01%
6,600
213
$301K 0.01%
700
+100
214
$301K 0.01%
23,081
+4,173
215
$292K 0.01%
10,200
216
$280K 0.01%
+10,200
217
$272K 0.01%
+2,300
218
$268K 0.01%
+400
219
$260K 0.01%
6,400
+1,400
220
$255K 0.01%
3,000
221
$254K 0.01%
+2,400
222
$249K 0.01%
4,000
+600
223
$244K 0.01%
+1,000
224
$240K 0.01%
1,410
+20
225
$239K 0.01%
+6,100
7 8
9
10 11