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
$1.97B
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$41M
3
+$39.2M
4
NAV
Navistar International
NAV
+$29.7M
5
HAL icon
Halliburton
HAL
+$24.5M

Top Sells

1
+$62.3M
2
+$39.8M
3
+$38M
4
NKE icon
Nike
NKE
+$31.5M
5
UNP icon
Union Pacific
UNP
+$30.5M

Sector Composition

1 Materials 32.98%
2 Consumer Discretionary 27.67%
3 Industrials 26.24%
4 Energy 4.98%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-73,786
77
– –
-570,636
78
– –
-815,800
79
– –
-565,855
80
– –
-380,236
1 2 3
4