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
$1.52B
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$84.6M
2
+$56.1M
3
+$53.5M
4
KSU
Kansas City Southern
KSU
+$45.9M
5
BC icon
Brunswick
BC
+$44.5M

Top Sells

1
+$95.1M
2
+$76.7M
3
+$62.8M
4
MHK icon
Mohawk Industries
MHK
+$56.3M
5
MPC icon
Marathon Petroleum
MPC
+$47.6M

Sector Composition

1 Consumer Discretionary 33.14%
2 Industrials 26.01%
3 Materials 17.96%
4 Communication Services 6.9%
5 Energy 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.3M 1.13%
+155,634
27
$15.7M 1.02%
+975,778
28
$15.7M 1.02%
+216,727
29
$15.6M 1.02%
418,720
-451,200
30
$15.2M 0.99%
+93,589
31
$15.1M 0.98%
+207,509
32
$14.5M 0.95%
848,390
+550,555
33
$12.8M 0.83%
+466,436
34
$11.9M 0.77%
173,606
+3,680
35
$11.4M 0.74%
+154,574
36
$9.57M 0.62%
+124,296
37
$9.47M 0.62%
+334,278
38
$7.75M 0.51%
+256,477
39
$7.67M 0.5%
+741,946
40
$6.31M 0.41%
105,473
-1,588,823
41
$5.77M 0.38%
+151,280
42
$5.64M 0.37%
38,060
+19,470
43
$5.2M 0.34%
+65,359
44
$4.83M 0.31%
25,320
-295,067
45
$4.83M 0.31%
+77,700
46
$4.59M 0.3%
83,359
-134,241
47
$4.57M 0.3%
205,662
+46,980
48
$4.2M 0.27%
442,170
-26,668
49
$4.07M 0.26%
68,128
-143,462
50
$3.29M 0.21%
+50,752
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