IAM
Impax Asset Management Portfolio holdings
AUM
$1.69B
This Quarter Return
+0.69%
1 Year Return
+16.24%
3 Year Return
+47.65%
5 Year Return
+113.72%
10 Year Return
–
AUM
$1.87B
AUM Growth
+$1.87B
(+2.4%)
Cap. Flow
+$43M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
21.33%
Holding
204
New
13
Increased
112
Reduced
44
Closed
19
Top Buys
| 1 |
IM
Ingram Micro
IM
|
$17.3M |
| 2 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
$13.8M |
| 3 |
LyondellBasell Industries
LYB
|
$10.9M |
| 4 |
ACI Worldwide
ACIW
|
$10.3M |
| 5 |
Brookdale Senior Living
BKD
|
$10.2M |
Top Sells
| 1 |
International Paper
IP
|
$27.3M |
| 2 |
Hologic
HOLX
|
$16.1M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$15.9M |
| 4 |
PLL
PALL CORP
PLL
|
$11.7M |
| 5 |
American Express
AXP
|
$11.2M |
Sector Composition
| 1 | Healthcare | 18% |
| 2 | Technology | 16.86% |
| 3 | Financials | 15.84% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 8.29% |