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IAMU

Impax Asset Management (UK) Portfolio holdings

AUM $4.12B
1-Year Est. Return 10.79%
This Fund
S&P 500
This Quarter Est. Return
-1.51%
1 Year Est. Return
+10.79%
3 Year Est. Return
+45.48%
5 Year Est. Return
+85.54%
10 Year Est. Return
–
AUM
$4.12B
AUM Growth
+$348M
Cap. Flow
+$440M
Cap. Flow %
10.68%
Top 10 Hldgs %
40.83%
Holding
65
New
15
Increased
32
Reduced
15
Closed
–

Top Buys

1
TT icon
Trane Technologies
TT
+$64.3M
2
SBS icon
Sabesp
SBS
+$43.8M
3
ST icon
Sensata Technologies
ST
+$39.6M
4
FLOW
SPX FLOW, Inc.
FLOW
+$37.9M
5
FLS icon
Flowserve
FLS
+$37.2M

Top Sells

1
POWI icon
Power Integrations
POWI
+$14.4M
2
PTC icon
PTC
PTC
+$13.4M
3
WMS icon
Advanced Drainage Systems
WMS
+$11.3M
4
RYN icon
Rayonier
RYN
+$10.6M
5
WTS icon
Watts Water Technologies
WTS
+$10.4M

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
CPB icon
51
Campbell Soup
CPB
$6.75B
$18M 0.44%
442,900
-30,000
-6% -$1.17M
JCI icon
52
Johnson Controls International
JCI
$86.2B
$17.2M 0.42%
+513,096
New +$17.8M
SBUX icon
53
Starbucks
SBUX
$124B
$16.9M 0.41%
346,104
-44,026
-11% -$2.5M
BMS
54
DELISTED
Bemis
BMS
$16.1M 0.39%
382,000
– –
DCI icon
55
Donaldson
DCI
$10.6B
$14.8M 0.36%
328,462
+47,046
+17% +$2.17M
AGCO icon
56
AGCO
AGCO
$8.35B
$14.6M 0.35%
+240,000
New +$15.3M
MSEX icon
57
Middlesex Water
MSEX
$1.06B
$10.9M 0.27%
259,513
– –
ICHR icon
58
Ichor Holdings
ICHR
$2.92B
$7.72M 0.19%
+363,864
New +$8.69M
V icon
59
Visa
V
$694B
$1.5M 0.04%
+11,362
New +$1.46M
HDB icon
60
HDFC Bank
HDB
$135B
$1.11M 0.03%
+42,296
New +$1.06M
TMO icon
61
Thermo Fisher Scientific
TMO
$202B
$1.05M 0.03%
+5,088
New +$1.08M
BDX icon
62
Becton Dickinson
BDX
$44.1B
$909K 0.02%
+3,888
New +$865K
CDNS icon
63
Cadence Design Systems
CDNS
$101B
$670K 0.02%
+15,475
New +$636K
CTSH icon
64
Cognizant
CTSH
$21.1B
$604K 0.01%
+7,644
New +$601K
ORCL icon
65
Oracle
ORCL
$358B
$593K 0.01%
+13,469
New +$621K
1 2
3

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