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
$2.24B
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$46.2M
3
+$39.7M
4
NFX
Newfield Exploration
NFX
+$37.2M
5
UNP icon
Union Pacific
UNP
+$36.7M

Top Sells

1
+$50.8M
2
+$44.9M
3
+$32.8M
4
HOG icon
Harley-Davidson
HOG
+$29.9M
5
DD icon
DuPont de Nemours
DD
+$29.8M

Sector Composition

1 Materials 30.09%
2 Industrials 28.79%
3 Consumer Discretionary 25.65%
4 Energy 9.53%
5 Communication Services 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,664,050
77
– –
-165,883
78
– –
-72,974
79
– –
-142,907
80
– –
-100,000
81
– –
-74,301
82
– –
-100,000
1 2 3
4