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
$886M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$43.4M
2 +$26.6M
3 +$24.3M
4
VALE icon
Vale
VALE
+$19.7M
5
KSU
Kansas City Southern
KSU
+$18.3M

Top Sells

1 +$41.5M
2 +$31.7M
3 +$22M
4
TECK icon
Teck Resources
TECK
+$21.5M
5
DRI icon
Darden Restaurants
DRI
+$19.4M

Sector Composition

1 Consumer Discretionary 36.42%
2 Industrials 35.68%
3 Materials 17.71%
4 Communication Services 5.31%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-102,105
52
-152,691
53
-207,059
54
-3,157
55
-115,962