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 | |
|---|---|---|---|---|---|---|
201
Visteon
VC
$2.91B
| $5.36M | 0.03% |
57,500
|
|
||
202
Mercado Libre
MELI
$107B
| $5.32M | 0.03% |
2,035
+87
|
|
||
203
MetLife
MET
$50.3B
| $5.21M | 0.03% |
64,728
+4,935
|
|
||
204
IBM
IBM
$286B
| $5.07M | 0.03% |
17,206
+4,751
|
|
||
205
Amgen
AMGN
$172B
| $5.07M | 0.03% |
18,160
+10,587
|
|
||
206
Lennox International
LII
$17.3B
| $4.97M | 0.03% |
8,670
|
|
||
207
Adobe
ADBE
$137B
| $4.9M | 0.03% |
12,654
+10,387
|
|
||
208
Eaton
ETN
$145B
| $4.85M | 0.03% |
13,577
-962
|
|
||
209
Freshpet
FRPT
$2.7B
| $4.76M | 0.03% |
70,000
|
|
||
210
Idexx Laboratories
IDXX
$56.6B
| $4.75M | 0.03% |
8,853
|
|
||
211
Hartford Financial Services
HIG
$36.1B
| $4.74M | 0.03% |
37,326
|
|
||
212
PayPal
PYPL
$62B
| $4.36M | 0.03% |
58,693
+44,733
|
|
||
213
Salesforce
CRM
$228B
| $4.32M | 0.02% |
15,850
-9,125
|
|
||
214
Air Products & Chemicals
APD
$57.8B
| $4.24M | 0.02% |
15,023
+3,913
|
|
||
215
Biogen
BIIB
$22.8B
| $4.21M | 0.02% |
33,526
-2,320
|
|
||
216
8x8 Inc
EGHT
$266M
| $3.92M | 0.02% |
2,000,000
|
|
||
217
LPL Financial
LPLA
$29.9B
| $3.78M | 0.02% |
+10,072
|
|
||
218
NextEra Energy
NEE
$175B
| $3.41M | 0.02% |
49,165
+11,603
|
|
||
219
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| $3.23M | 0.02% |
+40,000
|
|
||
220
Deckers Outdoor
DECK
$11.9B
| $3.11M | 0.02% |
30,192
-10,315
|
|
||
221
Digital Realty Trust
DLR
$58.4B
| $3.04M | 0.02% |
17,434
+4,597
|
|
||
222
Welltower
WELL
$131B
| $2.83M | 0.02% |
18,416
-6,573
|
|
||
223
Bright Horizons
BFAM
$5.57B
| $2.69M | 0.02% |
21,781
-7,263
|
|
||
224
On Holding
ONON
$11.4B
| $2.66M | 0.02% |
51,175
+14,233
|
|
||
225
Duolingo
DUOL
$9.3B
| $2.4M | 0.01% |
5,851
+288
|
|