Impax Asset Management Group Portfolio holdings
AUM
$17.1B
1-Year Est. Return
11.68%
1 Year Est. Return
+11.68%
AUM
$17.4B
AUM Growth
+$788M
(+4.7%)
Holding
330
Top Buys
| 1 | +$143M | |
| 2 | +$92M | |
| 3 | +$85.5M | |
| 4 |
Synopsys
SNPS
|
+$69M |
| 5 |
Linde
LIN
|
+$49.5M |
Top Sells
| 1 | +$130M | |
| 2 | +$91.1M | |
| 3 | +$79.9M | |
| 4 |
ANSS
Ansys
ANSS
|
+$78.9M |
| 5 |
Cognex
CGNX
|
+$72.1M |
Sector Composition
| 1 | Industrials | 35.86% |
| 2 | Technology | 29.06% |
| 3 | Healthcare | 10.44% |
| 4 | Financials | 7.11% |
| 5 | Materials | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Crown Castle
CCI
$38.6B
| – | – |
-7,365
|
|
||
327
Bank of America
BAC
$390B
| – | – |
-18,924
|
|
||
|
AZEK
328
DELISTED
The AZEK Co
AZEK
| – | – |
-1,376,510
|
|
||
329
Alexandria Real Estate Equities
ARE
$9.53B
| – | – |
-22,093
|
|
||
330
Alcoa
AA
$9.71B
| – | – |
-38,761
|
|