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
$3.09B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$51.4M
3
+$34.7M
4
DCBO
Docebo
DCBO
+$27M
5
SLF icon
Sun Life Financial
SLF
+$24.2M

Top Sells

1
+$84.5M
2
+$42.4M
3
+$36M
4
BEP icon
Brookfield Renewable
BEP
+$31.9M
5
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$22.4M

Sector Composition

1 Financials 24.33%
2 Energy 15.84%
3 Technology 9.91%
4 Industrials 9.5%
5 Materials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$999K 0.03%
27,800
202
$968K 0.03%
4,500
203
$887K 0.03%
+9,600
204
$856K 0.03%
4,000
-800
205
$852K 0.03%
17,400
+2,400
206
$805K 0.03%
22,400
207
$789K 0.03%
2,900
-500
208
$785K 0.03%
8,705
-1,209
209
$758K 0.02%
+11,000
210
$738K 0.02%
10,800
211
$699K 0.02%
14,900
+1,300
212
$687K 0.02%
4,400
-3,400
213
$665K 0.02%
14,400
214
$661K 0.02%
4,200
-400
215
$651K 0.02%
3,700
-400
216
$648K 0.02%
6,000
-600
217
$643K 0.02%
19,200
-6,800
218
$635K 0.02%
32,137
-3,865
219
$623K 0.02%
2,400
+1,000
220
$623K 0.02%
3,000
221
$621K 0.02%
2,400
-700
222
$610K 0.02%
7,600
223
$594K 0.02%
10,000
224
$593K 0.02%
4,400
225
$574K 0.02%
2,200
+1,000
7 8
9
10 11