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
$2.17B
AUM Growth
-$78.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$72.7M
3
+$48.2M
4
KNX icon
Knight Transportation
KNX
+$37.7M
5
NTAP icon
NetApp
NTAP
+$34.3M

Top Sells

1
+$69.1M
2
+$55.4M
3
+$54.4M
4
FDX icon
FedEx
FDX
+$49.3M
5
UNP icon
Union Pacific
UNP
+$34.8M

Sector Composition

1 Consumer Discretionary 29.5%
2 Materials 28.9%
3 Industrials 22.47%
4 Energy 10.79%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 0.96%
363,674
-967,041
27
$20.8M 0.95%
1,096,246
-835,687
28
$19.3M 0.89%
373,612
+50,039
29
$17.6M 0.81%
+687,852
30
$15.6M 0.72%
+286,100
31
$14.1M 0.65%
111,580
+82,207
32
$13M 0.6%
712,616
-201,783
33
$12.7M 0.58%
323,168
-126,160
34
$12.1M 0.56%
1,089,107
+196,247
35
$11.2M 0.52%
+391,378
36
$10M 0.46%
+36,960
37
$8.71M 0.4%
399,222
+113,527
38
$8.61M 0.4%
190,961
-375,640
39
$7.38M 0.34%
+140,000
40
$6M 0.28%
232,518
-1,141,130
41
$6M 0.28%
60,854
+11,618
42
$5.79M 0.27%
401,169
+61,561
43
$5.64M 0.26%
489,826
+25,522
44
$4.53M 0.21%
20,717
+211
45
$4M 0.18%
+38,587
46
$3.89M 0.18%
27,437
-245,665
47
$3.49M 0.16%
+62,093
48
$3.26M 0.15%
70,376
+716
49
$3.03M 0.14%
64,219
-126,179
50
$3.03M 0.14%
+123,661
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