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

Top Buys

1
+$34.5M
2
+$31.1M
3
+$22.4M
4
VALE icon
Vale
VALE
+$20.9M
5
KSU
Kansas City Southern
KSU
+$17.5M

Top Sells

1
+$42.2M
2
+$31.7M
3
+$22M
4
TECK icon
Teck Resources
TECK
+$18.3M
5
VAC icon
Marriott Vacations Worldwide
VAC
+$17M

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
– –
-152,691
52
– –
-207,059
53
– –
-3,157
54
– –
-115,962
55
– –
-261,559
1 2
3