IAMU
Impax Asset Management (UK) Portfolio holdings
AUM
$4.12B
1-Year Est. Return
10.79%
1 Year Est. Return
+10.79%
AUM
$4.12B
AUM Growth
+$348M
(+9.2%)
Holding
65
Top Buys
| 1 | +$65.7M | |
| 2 | +$36.3M | |
| 3 | +$36.2M | |
| 4 |
Flowserve
FLS
|
+$34.5M |
| 5 |
Sabesp
SBS
|
+$32.4M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$14.5M | |
| 3 | +$12.1M | |
| 4 |
Rayonier
RYN
|
+$10.9M |
| 5 |
Watts Water Technologies
WTS
|
+$10.5M |
Sector Composition
| 1 | Industrials | 45.3% |
| 2 | Technology | 15.47% |
| 3 | Healthcare | 12.1% |
| 4 | Utilities | 10.11% |
| 5 | Consumer Discretionary | 6.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBT
26
DELISTED
Welbilt, Inc.
WBT
| $64.8M | 1.57% |
2,902,886
+245,982
|
|
||
27
Badger Meter
BMI
$5.03B
| $62.3M | 1.51% |
1,394,629
+187,663
|
|
||
28
Acuity Brands
AYI
$9.84B
| $60.5M | 1.47% |
522,403
-7,442
|
|
||
29
Pool Corp
POOL
$9.97B
| $59.5M | 1.44% |
392,682
-1,870
|
|
||
30
Waste Management
WM
$88.6B
| $57.7M | 1.4% |
708,788
+58,527
|
|
||
31
Toro Company
TTC
$8.77B
| $55.3M | 1.34% |
918,641
+185,278
|
|
||
32
Hubbell
HUBB
$25.7B
| $53.3M | 1.29% |
504,118
+102,678
|
|
||
33
Waters Corp
WAT
$23.5B
| $51.7M | 1.25% |
266,868
+23,597
|
|
||
34
Autodesk
ADSK
$55.6B
| $50.4M | 1.23% |
384,826
-34,080
|
|
||
35
Generac Holdings
GNRC
$9.47B
| $48.6M | 1.18% |
938,982
-91,290
|
|
||
36
Ormat Technologies
ORA
$7.05B
| $46.9M | 1.14% |
882,419
+183,834
|
|
||
37
Darling Ingredients
DAR
$6.4B
| $42.3M | 1.03% |
2,128,385
+135,624
|
|
||
|
38
Rayonier
RYN
$3.89B
| $40.3M | 0.98% |
1,147,220
-311,124
|
|
||
|
FLOW
39
DELISTED
SPX FLOW, Inc.
FLOW
| $36.3M | 0.88% |
+828,797
|
|
||
40
Sensata Technologies
ST
$5.13B
| $36.2M | 0.88% |
+760,393
|
|
||
41
Lennox International
LII
$18.3B
| $35M | 0.85% |
174,842
+6,107
|
|
||
|
42
Flowserve
FLS
$9.74B
| $34.5M | 0.84% |
+854,147
|
|
||
43
United Natural Foods
UNFI
$2.15B
| $32.6M | 0.79% |
765,242
+3,021
|
|
||
44
3M
MMM
$90.9B
| $31.8M | 0.77% |
+193,143
|
|
||
45
Sonoco
SON
$4.84B
| $25.7M | 0.62% |
489,710
|
|
||
46
Fortive
FTV
$17.6B
| $24.5M | 0.6% |
503,861
+1,002
|
|
||
47
Sprouts Farmers Market
SFM
$7.94B
| $23.5M | 0.57% |
1,064,959
+22,372
|
|
||
|
SPWR
48
DELISTED
SunPower Corporation Common Stock
SPWR
| $22.8M | 0.55% |
4,531,371
-206,565
|
|
||
49
Clean Harbors
CLH
$14.3B
| $20.2M | 0.49% |
364,035
+4,999
|
|
||
50
BorgWarner
BWA
$10.4B
| $18.2M | 0.44% |
479,751
+12,946
|
|