IAM

Impala Asset Management Portfolio holdings

AUM $139M
1-Year Est. Return 5.04%
This Quarter Est. Return
1 Year Est. Return
+5.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$43.4M
3
+$40.6M
4
TRN icon
Trinity Industries
TRN
+$40.4M
5
HD icon
Home Depot
HD
+$37.5M

Top Sells

1
+$72.7M
2
+$52.5M
3
+$47.4M
4
CAT icon
Caterpillar
CAT
+$38.3M
5
BA icon
Boeing
BA
+$34.9M

Sector Composition

1 Industrials 38.01%
2 Materials 29.04%
3 Consumer Discretionary 20.31%
4 Communication Services 5.73%
5 Energy 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-97,583
52
– –
-40,866
53
– –
-334,047
54
– –
-130,756
55
– –
-344,704
56
– –
-352,872
57
– –
-44,337
58
– –
-74,061
59
– –
-4,897,782
60
– –
-408,374
61
– –
-1,822,222
1 2
3