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
$2.24B
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$46.2M
3
+$39.7M
4
NFX
Newfield Exploration
NFX
+$37.2M
5
UNP icon
Union Pacific
UNP
+$36.7M

Top Sells

1
+$50.8M
2
+$44.9M
3
+$32.8M
4
HOG icon
Harley-Davidson
HOG
+$29.9M
5
DD icon
DuPont de Nemours
DD
+$29.8M

Sector Composition

1 Materials 30.09%
2 Industrials 28.79%
3 Consumer Discretionary 25.65%
4 Energy 9.53%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.1M 1.07%
1,334,600
+1,184,600
27
$18.1M 0.81%
914,399
-75,824
28
$17.6M 0.78%
+320,604
29
$17.6M 0.78%
136,676
-231,698
30
$15.9M 0.71%
+323,573
31
$15.9M 0.71%
1,247,957
-129,611
32
$15.2M 0.68%
355,518
-697,774
33
$14.4M 0.64%
+449,328
34
$10.1M 0.45%
190,398
+15,046
35
$9.96M 0.44%
892,860
-65,442
36
$9.7M 0.43%
+86,878
37
$9.23M 0.41%
+3,870
38
$9M 0.4%
+209,762
39
$8.93M 0.4%
+224,992
40
$6.16M 0.27%
+43,726
41
$5.54M 0.25%
+141,717
42
$4.78M 0.21%
+464,304
43
$4.67M 0.21%
20,506
+2,487
44
$4.66M 0.21%
339,608
+56,359
45
$4.49M 0.2%
49,236
+5,967
46
$4.24M 0.19%
285,695
+148,481
47
$3.99M 0.18%
29,373
+17,612
48
$2.92M 0.13%
69,660
+44,048
49
$2.84M 0.13%
+54,591
50
$2.62M 0.12%
107,769
-561,909
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