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
$1.5B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$53.8M
2
+$33.8M
3
+$30M
4
CSX icon
CSX Corp
CSX
+$26.9M
5
RIO icon
Rio Tinto
RIO
+$25.4M

Top Sells

1
+$45.4M
2
+$43.7M
3
+$33.2M
4
KEX icon
Kirby Corp
KEX
+$30.5M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$21.1M

Sector Composition

1 Materials 31.66%
2 Consumer Discretionary 28.57%
3 Industrials 21.54%
4 Energy 8.18%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.65M 0.64%
257,986
-86,910
27
$9.13M 0.6%
116,072
-176,301
28
$7.92M 0.52%
81,929
+22,792
29
$7.87M 0.52%
354,769
+228,270
30
$7.07M 0.47%
179,719
-182,470
31
$7.04M 0.46%
128,573
+7,541
32
$6.79M 0.45%
360,836
-73,918
33
$6.76M 0.45%
53,895
-94,011
34
$6.31M 0.42%
+226,928
35
$6.01M 0.4%
164,452
+38,093
36
$5.66M 0.37%
445,419
+4,850
37
$5.36M 0.35%
+67,332
38
$5.04M 0.33%
+56,732
39
$4.74M 0.31%
107,044
-120,447
40
$4.63M 0.31%
+564,727
41
$3.93M 0.26%
+566,100
42
$3.65M 0.24%
+87,060
43
$3.26M 0.21%
471,237
-304,103
44
$3.11M 0.21%
+28,600
45
$3.03M 0.2%
41,516
-23,212
46
$2.64M 0.17%
1,541,600
-25,480,200
47
$2.25M 0.15%
+413,764
48
$2.02M 0.13%
+108,000
49
$1.75M 0.12%
+18,002
50
$1.62M 0.11%
26,000
-490,749
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