IMIM

Irving Magee Investment Management Portfolio holdings

AUM $260M
1-Year Est. Return 32.44%
This Quarter Est. Return
1 Year Est. Return
+32.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.07M
3
+$1.01M
4
IPI icon
Intrepid Potash
IPI
+$789K

Top Sells

1
+$1.22M
2
+$932K

Sector Composition

1 Financials 23.46%
2 Industrials 21.45%
3 Technology 10.89%
4 Healthcare 9.34%
5 Materials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 5.94%
195,405
2
$9.23M 4.68%
304,550
3
$8.46M 4.29%
171,934
4
$6.59M 3.34%
143,666
5
$6.13M 3.11%
225,648
6
$6.11M 3.1%
325,122
7
$5.88M 2.98%
344,284
8
$5.69M 2.89%
138,278
9
$5.64M 2.86%
148,061
10
$5.63M 2.86%
164,270
11
$5.03M 2.55%
401,440
12
$4.84M 2.46%
113,335
+25,000
13
$4.42M 2.24%
153,085
14
$4.36M 2.21%
154,400
15
$4.3M 2.18%
178,876
16
$4.16M 2.11%
152,070
17
$4.07M 2.07%
164,750
18
$4.05M 2.06%
111,954
19
$4.03M 2.04%
148,191
20
$4.03M 2.04%
+87,460
21
$3.98M 2.02%
46,088
22
$3.93M 1.99%
117,687
23
$3.92M 1.99%
183,945
24
$3.88M 1.97%
239,175
25
$3.8M 1.93%
2,063
1
2 3