IAMU
Impax Asset Management (UK) Portfolio holdings
AUM
$4.12B
1-Year Est. Return
10.79%
1 Year Est. Return
+10.79%
AUM
$3.77B
AUM Growth
+$145M
(+4%)
Holding
54
Top Buys
| 1 | +$45.8M | |
| 2 | +$41.2M | |
| 3 | +$36.1M | |
| 4 |
American Water Works
AWK
|
+$31.2M |
| 5 |
Trimble
TRMB
|
+$28.5M |
Top Sells
| 1 | +$79M | |
| 2 | +$35.7M | |
| 3 | +$28.5M | |
| 4 |
Xylem
XYL
|
+$20.8M |
| 5 |
Zurn Elkay Water Solutions
ZWS
|
+$19.9M |
Sector Composition
| 1 | Industrials | 42.66% |
| 2 | Technology | 15.14% |
| 3 | Healthcare | 12.95% |
| 4 | Utilities | 10.63% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
California Water Service
CWT
$2.89B
| – | – |
-1,742,893
|
|
||
52
LKQ Corp
LKQ
$7.73B
| – | – |
-700,323
|
|
||
53
3M
MMM
$81.3B
| – | – |
-21,611
|
|
||
54
Roper Technologies
ROP
$54.3B
| – | – |
-137,892
|
|