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
$2.14B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$39.8M
3
+$31.9M
4
IP icon
International Paper
IP
+$28.6M
5
VTLE icon
Vital Energy
VTLE
+$25.5M

Top Sells

1
+$60.8M
2
+$49.1M
3
+$40.5M
4
TXT icon
Textron
TXT
+$38M
5
NVR icon
NVR
NVR
+$33.2M

Sector Composition

1 Materials 33.17%
2 Consumer Discretionary 27.21%
3 Industrials 23.57%
4 Energy 6.36%
5 Communication Services 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.4M 1.32%
380,236
-160,616
27
$28.2M 1.31%
1,176,849
+97,880
28
$26.4M 1.22%
447,630
-124,195
29
$24.6M 1.14%
373,678
+156,473
30
$22.8M 1.06%
116,589
-43,709
31
$22.2M 1.03%
+767,002
32
$21.8M 1.01%
1,714,144
+1,010,144
33
$21.1M 0.98%
+642,857
34
$21.1M 0.98%
570,636
+423,314
35
$19.6M 0.91%
+184,329
36
$19.5M 0.9%
203,536
-43,958
37
$19.5M 0.9%
398,049
+232,199
38
$19M 0.88%
815,800
+474,556
39
$16.1M 0.75%
+483,063
40
$15.7M 0.73%
+151,320
41
$14.2M 0.66%
312,366
+126,724
42
$14M 0.65%
+316,250
43
$14M 0.65%
+290,701
44
$13.1M 0.61%
193,232
+44,895
45
$12.6M 0.58%
147,188
-10,715
46
$11M 0.51%
+127,801
47
$10.5M 0.49%
73,895
+46,168
48
$9.79M 0.45%
+402,927
49
$8.4M 0.39%
156,206
+80,946
50
$7.71M 0.36%
636,771
+188,456
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