IAM

Impala Asset Management Portfolio holdings

AUM $136M
1-Year Est. Return 6.3%
This Quarter Est. Return
1 Year Est. Return
-6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$129M
3
+$107M
4
HP icon
Helmerich & Payne
HP
+$105M
5
HOG icon
Harley-Davidson
HOG
+$98.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 44.32%
2 Industrials 29.15%
3 Energy 14.66%
4 Materials 5.52%
5 Real Estate 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20M 1.12%
+301,316
27
$18.8M 1.05%
+376,179
28
$18.7M 1.05%
+297,396
29
$17M 0.95%
+424,713
30
$15.7M 0.88%
+629,114
31
$15.1M 0.85%
+284,662
32
$14.5M 0.81%
+410,774
33
$14.3M 0.8%
+423,065
34
$14.2M 0.79%
+561,915
35
$10.8M 0.61%
+377,264
36
$10.4M 0.58%
+513,233
37
$9.95M 0.56%
+878,535
38
$9.45M 0.53%
+435,818
39
$8.87M 0.5%
+955,714
40
$7.85M 0.44%
+524,656
41
$7.72M 0.43%
+466,874
42
$5.91M 0.33%
+227,310
43
$5.5M 0.31%
+295,190
44
$4.97M 0.28%
+110,595
45
$4.79M 0.27%
+197,435
46
$4.59M 0.26%
+34,975
47
$3.98M 0.22%
+50,055
48
$3.94M 0.22%
+73,800
49
$3.75M 0.21%
+7,989
50
$3.58M 0.2%
+38,074
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