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
$3.06B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$144M
2
+$86.8M
3
+$51.3M
4
ITB icon
iShares US Home Construction ETF
ITB
+$49.4M
5
FLS icon
Flowserve
FLS
+$43.5M

Top Sells

1
+$80.7M
2
+$51.6M
3
+$42M
4
HP icon
Helmerich & Payne
HP
+$32.1M
5
UNP icon
Union Pacific
UNP
+$30.8M

Sector Composition

1 Consumer Discretionary 36.77%
2 Industrials 35.08%
3 Energy 10.41%
4 Materials 7.69%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-50,970
77
– –
-873,880
78
– –
-17,979
79
– –
-1,347,515
80
– –
-238,327
81
– –
-379,987
82
– –
-240,324
1 2 3
4