IAM

Impala Asset Management Portfolio holdings

AUM $148M
1-Year Est. Return 31.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.56%
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
+$50.2M
2
+$49.6M
3
+$47.7M
4
TRN icon
Trinity Industries
TRN
+$45.2M
5
HD icon
Home Depot
HD
+$39.2M

Top Sells

1
+$72.7M
2
+$52.5M
3
+$51.8M
4
HES
Hess
HES
+$44.4M
5
CAT icon
Caterpillar
CAT
+$39.2M

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
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-334,047
52
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53
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-44,337
54
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-74,061
55
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-408,374
56
– –
-1,822,222
57
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-288,352
58
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0
59
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-344,704
60
– –
-352,872
61
– –
-4,897,782
1 2
3