Impax Asset Management Group

Impax Asset Management Group Portfolio holdings

AUM $17.1B
1-Year Est. Return 11.68%
This Quarter Est. Return
1 Year Est. Return
+11.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
-$5.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$200M
3
+$136M
4
APH icon
Amphenol
APH
+$128M
5
KLAC icon
KLA
KLAC
+$91.9M

Top Sells

1
+$343M
2
+$311M
3
+$304M
4
MMC icon
Marsh & McLennan
MMC
+$268M
5
TMO icon
Thermo Fisher Scientific
TMO
+$212M

Sector Composition

1 Industrials 35.69%
2 Technology 26.73%
3 Healthcare 11.21%
4 Financials 6.89%
5 Materials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$195M 1.17%
952,049
-905,991
27
$193M 1.16%
10,843,612
-2,677,290
28
$186M 1.12%
301,580
-30,877
29
$174M 1.05%
719,397
-137,653
30
$172M 1.03%
542,725
-18,509
31
$165M 0.99%
630,995
-29,725
32
$159M 0.95%
625,384
-27,993
33
$157M 0.94%
424,753
-289,402
34
$156M 0.94%
2,223,617
-191,862
35
$156M 0.94%
2,244,341
-50,580
36
$155M 0.93%
3,208,041
-222,746
37
$155M 0.93%
655,314
+32,511
38
$148M 0.89%
963,005
-72,593
39
$148M 0.89%
2,268,619
-307,183
40
$146M 0.88%
1,464,770
-3,040,709
41
$145M 0.87%
5,227,844
-736,120
42
$139M 0.84%
1,503,370
-33,806
43
$138M 0.83%
254,793
-573,748
44
$137M 0.83%
990,041
-1,032,002
45
$134M 0.81%
384,284
-597,264
46
$132M 0.8%
4,016,374
-75,336
47
$129M 0.77%
509,008
-727,547
48
$128M 0.77%
+1,951,265
49
$123M 0.74%
1,010,816
-23,004
50
$120M 0.72%
208,618
-29,292
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