IAMA
Impax Asset Management (AIFM) Portfolio holdings
AUM
$377M
1-Year Return
11.04%
This Quarter Return
+1.89%
1 Year Return
+11.04%
3 Year Return
+40.48%
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
-$28.2M
(-8.2%)
Cap. Flow
-$34.3M
Cap. Flow
% of AUM
-10.88%
Top 10 Holdings %
Top 10 Hldgs %
57.16%
Holding
26
New
1
Increased
15
Reduced
5
Closed
4
Top Buys
| 1 |
Acuity Brands
AYI
|
$7.68M |
| 2 |
Generac Holdings
GNRC
|
$3.23M |
| 3 |
BorgWarner
BWA
|
$3.1M |
| 4 |
Watts Water Technologies
WTS
|
$2.1M |
| 5 |
Clean Harbors
CLH
|
$912K |
Top Sells
| 1 |
Sensata Technologies
ST
|
$15.7M |
| 2 |
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
|
$12.5M |
| 3 |
CLC
Clarcor
CLC
|
$12.2M |
| 4 |
TSL
Trina Solar Limited
TSL
|
$6.67M |
| 5 |
Franklin Electric
FELE
|
$2.92M |
Sector Composition
| 1 | Industrials | 40.79% |
| 2 | Technology | 21.39% |
| 3 | Utilities | 18.6% |
| 4 | Consumer Discretionary | 9.39% |
| 5 | Consumer Staples | 5.88% |