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
$2.01B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$45.2M
3
+$36.1M
4
GD icon
General Dynamics
GD
+$34.3M
5
M icon
Macy's
M
+$33.5M

Top Sells

1
+$34.8M
2
+$32.2M
3
+$32.2M
4
CNW
CON-WAY INC.
CNW
+$26.2M
5
BA icon
Boeing
BA
+$25.1M

Sector Composition

1 Consumer Discretionary 44.49%
2 Industrials 29.32%
3 Energy 13.8%
4 Materials 6.06%
5 Real Estate 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.08%
592,494
+167,781
27
$24M 1.08%
267,141
-30,255
28
$22M 0.99%
+149,965
29
$21.1M 0.95%
171,210
+133,136
30
$20.7M 0.94%
1,020,541
+458,626
31
$19.1M 0.86%
890,052
+454,234
32
$19.1M 0.86%
+178,202
33
$18.2M 0.82%
999,340
+474,684
34
$18.1M 0.81%
1,480,677
+602,142
35
$17.9M 0.81%
+134,800
36
$16.3M 0.74%
521,212
+293,902
37
$16.2M 0.73%
574,744
-54,370
38
$15.5M 0.7%
418,670
+7,896
39
$15.4M 0.7%
216,600
-84,716
40
$14.5M 0.65%
639,160
+125,927
41
$12.3M 0.56%
609,794
+142,920
42
$11M 0.49%
+61,096
43
$10.4M 0.47%
133,498
-447,778
44
$8.42M 0.38%
+85,000
45
$8.28M 0.37%
501,500
+478,300
46
$7.85M 0.35%
90,750
+40,695
47
$7.84M 0.35%
+50,000
48
$7.33M 0.33%
100,464
+91,564
49
$7.05M 0.32%
41,977
+24,999
50
$6.9M 0.31%
109,773
+35,973
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