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
$2.58B
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$77.1M
2
+$49.3M
3
+$43.4M
4
FDX icon
FedEx
FDX
+$38.2M
5
LEN icon
Lennar Class A
LEN
+$36.5M

Top Sells

1
+$92.3M
2
+$79.1M
3
+$72.3M
4
AU icon
AngloGold Ashanti
AU
+$61.8M
5
MHK icon
Mohawk Industries
MHK
+$51.3M

Sector Composition

1 Industrials 35.44%
2 Consumer Discretionary 33.76%
3 Energy 12.27%
4 Materials 9.16%
5 Technology 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$266M 10.01%
235,767
+10,787
2
$146M 5.49%
3,950,584
+987,320
3
$141M 5.29%
3,009,425
-490,390
4
$135M 5.06%
4,048,934
+461,876
5
$118M 4.45%
1,772,952
+172,069
6
$105M 3.95%
1,167,174
+341,689
7
$100M 3.76%
2,972,491
-237,970
8
$93.8M 3.53%
1,612,961
-613,484
9
$81.6M 3.07%
1,402,635
-297,477
10
$81M 3.05%
879,813
+172,731
11
$77.1M 2.9%
+5,671,078
12
$73.9M 2.78%
680,229
+288,296
13
$71.7M 2.69%
732,329
-18,878
14
$68.8M 2.59%
1,624,938
-690,620
15
$67.2M 2.53%
1,568,184
+45,059
16
$66.4M 2.5%
612,665
+26,639
17
$60.6M 2.28%
1,676,509
-2,552,934
18
$53.2M 2%
614,331
+378,673
19
$52.4M 1.97%
2,273,214
-343,299
20
$50.9M 1.91%
743,387
+129,479
21
$49.3M 1.85%
+737,300
22
$48.3M 1.81%
439,199
+48,956
23
$46.2M 1.74%
1,451,241
+663,211
24
$43.7M 1.64%
342,954
+340,753
25
$42.3M 1.59%
600,064
+15,081
1
2 3 4