IAM
Impala Asset Management Portfolio holdings
AUM
$136M
This Quarter Return
+4.52%
1 Year Return
-6.3%
3 Year Return
+49.29%
5 Year Return
+234.91%
10 Year Return
+813.44%
AUM
$2.17B
AUM Growth
+$2.17B
(-3.5%)
Cap. Flow
-$118M
Cap. Flow
% of AUM
-5.46%
Top 10 Holdings %
Top 10 Hldgs %
63.66%
Holding
77
New
19
Increased
19
Reduced
21
Closed
18
Top Buys
| 1 |
Norfolk Southern
NSC
|
$88.1M |
| 2 |
Southern Copper
SCCO
|
$72.7M |
| 3 |
Macy's
M
|
$48.2M |
| 4 |
Knight Transportation
KNX
|
$37.7M |
| 5 |
NetApp
NTAP
|
$34.3M |
Top Sells
| 1 |
Southwest Airlines
LUV
|
$69.1M |
| 2 |
Carnival Corp
CCL
|
$55.4M |
| 3 |
KSU
Kansas City Southern
KSU
|
$54.4M |
| 4 |
FedEx
FDX
|
$49.3M |
| 5 |
Union Pacific
UNP
|
$34.8M |
Sector Composition
| 1 | Consumer Discretionary | 29.5% |
| 2 | Materials | 28.9% |
| 3 | Industrials | 22.47% |
| 4 | Energy | 10.79% |
| 5 | Communication Services | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Airlines Group
AAL
$8.87B
| – | – |
-54,591
| Closed | -$2.84M |
|
|
77
FedEx
FDX
$53.2B
| – | – |
-205,179
| Closed | -$49.3M |
|