IAMA
Impax Asset Management (AIFM) Portfolio holdings
AUM
$377M
This Quarter Return
+9.76%
1 Year Return
+11.04%
3 Year Return
+40.48%
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
+$336M
(+8.7%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
53.1%
Holding
26
New
2
Increased
16
Reduced
4
Closed
1
Top Buys
| 1 |
Rayonier
RYN
|
$7.13M |
| 2 |
Advanced Drainage Systems
WMS
|
$3.8M |
| 3 |
Badger Meter
BMI
|
$3.49M |
| 4 |
Generac Holdings
GNRC
|
$2.63M |
| 5 |
Trimble
TRMB
|
$2.55M |
Top Sells
| 1 |
SRCL
Stericycle Inc
SRCL
|
$9.1M |
| 2 |
Ormat Technologies
ORA
|
$2.87M |
| 3 |
TSL
Trina Solar Limited
TSL
|
$2.83M |
| 4 |
American Water Works
AWK
|
$2.78M |
| 5 |
Xylem
XYL
|
$1.57M |
Sector Composition
| 1 | Industrials | 40.23% |
| 2 | Technology | 26.25% |
| 3 | Utilities | 15.5% |
| 4 | Consumer Discretionary | 11.76% |
| 5 | Consumer Staples | 4.14% |