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IIM

Intact Investment Management Portfolio holdings

AUM $3.52B
1-Year Est. Return 37.29%
This Fund
S&P 500
This Quarter Est. Return
+11.41%
1 Year Est. Return
+37.29%
3 Year Est. Return
+73.66%
5 Year Est. Return
+77.33%
10 Year Est. Return
+210.25%
AUM
$3.31B
AUM Growth
+$351M
Cap. Flow
+$71.1M
Cap. Flow %
2.15%
Top 10 Hldgs %
29.69%
Holding
345
New
23
Increased
107
Reduced
88
Closed
91

Top Buys

Rank Stock Value
1
SLF icon
Sun Life Financial
SLF
+$53.1M
2
BNS icon
Scotiabank
BNS
+$32.6M
3
BIP icon
Brookfield Infrastructure Partners
BIP
+$31.4M
4
CVE icon
Cenovus Energy
CVE
+$23.4M
5
MGA icon
Magna International
MGA
+$21.5M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$41.9M
2
EMA
Emera Inc
EMA
+$25M
3
MFC icon
Manulife Financial
MFC
+$24.1M
4
TRP icon
TC Energy
TRP
+$16.9M
5
KGC icon
Kinross Gold
KGC
+$14.6M

Sector Composition

Rank Sector Weight
1 Financials 22.49%
2 Energy 12.94%
3 Materials 10.41%
4 Technology 10.13%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
201
Palantir
PLTR
$421B
$1.33M 0.04%
+7,280
New +$1.18M
APP icon
202
Applovin
APP
$113B
$1.29M 0.04%
+1,800
New +$830K
BSX icon
203
Boston Scientific
BSX
$73.1B
$1.29M 0.04%
13,200
+1,700
+15% +$176K
FSLR icon
204
First Solar
FSLR
$25.7B
$1.27M 0.04%
+5,780
New +$1.11M
MA icon
205
Mastercard
MA
$493B
$1.27M 0.04%
2,236
-3,100
-58% -$1.78M
SPGI icon
206
S&P Global
SPGI
$121B
$1.27M 0.04%
2,600
-245
-9% -$131K
GEV icon
207
GE Vernova
GEV
$264B
$1.24M 0.04%
2,010
+1,868
+1,315% +$1.13M
XYL icon
208
Xylem
XYL
$28.3B
$1.22M 0.04%
+8,300
New +$1.15M
UUUU icon
209
Energy Fuels
UUUU
$3.57B
$1.19M 0.04%
+77,200
New +$820K
LOW icon
210
Lowe's Companies
LOW
$123B
$1.18M 0.04%
4,700
-3,800
-45% -$934K
SYF icon
211
Synchrony
SYF
$25.4B
$1.17M 0.04%
+16,400
New +$1.19M
KMB icon
212
Kimberly-Clark
KMB
$35.9B
$1.16M 0.04%
9,300
– –
CCL icon
213
Carnival Corporation Ltd
CCL
$38B
$1.15M 0.03%
+39,780
New +$1.2M
APO icon
214
Apollo Global Management
APO
$76B
$1.15M 0.03%
8,600
– –
MET icon
215
MetLife
MET
$61.7B
$1.13M 0.03%
13,700
+2,200
+19% +$173K
ETN icon
216
Eaton
ETN
$173B
$1.09M 0.03%
2,900
– –
GIB icon
217
CGI
GIB
$15.6B
$1.04M 0.03%
11,700
-40,140
-77% -$3.88M
J icon
218
Jacobs Solutions
J
$17.2B
$989K 0.03%
6,600
-900
-12% -$129K
QXO
219
QXO Inc
QXO
$16.6B
$982K 0.03%
+51,500
New +$1.07M
RJF icon
220
Raymond James Financial
RJF
$34.5B
$949K 0.03%
5,500
– –
BEPC icon
221
Brookfield Renewable
BEPC
$6.17B
$909K 0.03%
26,400
-21,600
-45% -$741K
SBAC icon
222
SBA Communications
SBAC
$19.2B
$870K 0.03%
4,500
-900
-17% -$195K
WMT icon
223
Walmart Inc
WMT
$897B
$855K 0.03%
8,300
-9,300
-53% -$926K
NFLX icon
224
Netflix
NFLX
$318B
$839K 0.03%
7,000
– –
CAH icon
225
Cardinal Health
CAH
$55.5B
$832K 0.03%
5,300
+4,900
+1,225% +$757K
7 8
9
10 11

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TYCC
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BCP
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TCM
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DILIC
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ACM
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MSC
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WWA
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Intact Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Intact Investment Management held 345 positions worth $3.31B, up 12% from $2.95B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Intact Investment Management's Q3 2025 filing shows 23 new, 107 increased, 88 reduced and 91 closed positions. Its largest new stake was Enerflex: 468,500 shares worth $5.05M. The largest sale was Canadian Pacific Kansas City, an estimated $41.9M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 20% a quarter earlier, followed by Energy and Materials.

  • Intact Investment Management's largest Q3 2025 buy was Enerflex: 468,500 shares worth $5.05M.
  • Intact Investment Management added most to Sun Life Financial in Q3 2025, an estimated $53.1M increase.
  • Intact Investment Management's biggest Q3 2025 reduction was Canadian Pacific Kansas City, cutting an estimated $41.9M.
  • Intact Investment Management fully exited Algoma Steel in Q3 2025, selling an estimated $13.9M.
  • Intact Investment Management's ten largest holdings make up 30% of its $3.31B portfolio in Q3 2025.
  • Intact Investment Management opened 23 new positions and closed 91 in Q3 2025.
  • Intact Investment Management's portfolio value rose 12% quarter-over-quarter to $3.31B.

Based on Intact Investment Management's 13F filing for Q3 2025, filed 31 Oct 2025.