IIM

Intact Investment Management Portfolio holdings

AUM $2.95B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
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
1
$167M 6%
3,546,699
+106,000
2
$128M 4.6%
2,234,960
-146,000
3
$118M 4.24%
1,580,925
-173,000
4
$107M 3.86%
1,083,123
+614,900
5
$101M 3.63%
937,199
+221,800
6
$96.2M 3.46%
1,264,605
-346,600
7
$91.6M 3.3%
3,878,675
-413,200
8
$86.6M 3.12%
6,822,560
+1,227,400
9
$74.7M 2.69%
1,640,944
-134,300
10
$67.1M 2.42%
938,222
-232,185
11
$63M 2.27%
2,697,160
+190,400
12
$60.4M 2.17%
2,116,046
+13,640
13
$59.8M 2.15%
957,630
+4,500
14
$59.7M 2.15%
1,120,898
-45,200
15
$57.6M 2.07%
950,433
+204,537
16
$56.6M 2.04%
2,437,433
-289,760
17
$56.5M 2.04%
1,056,816
+304,600
18
$51.1M 1.84%
1,704,528
+88,032
19
$42.2M 1.52%
3,433,300
+344,100
20
$42.2M 1.52%
532,708
+3,900
21
$39.7M 1.43%
697,880
+47,500
22
$39.1M 1.41%
2,369,150
+267,200
23
$36.1M 1.3%
1,482,104
+283,500
24
$33.5M 1.21%
3,475,620
+388,900
25
$31M 1.12%
1,157,800
+71,800
1
2 3 4 5