Portfolio (Quarterly)
Guide ↗
Impax Asset Management Group plc
· CIK 0001749768| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CPB | Campbell's Company/The | Consumer Defensive | 46,337 | $1.3M | 0.01% | SOLD |
| 22 | LECO | Lincoln Electric Holdings Inc | Industrials | 5,372 | $1.3M | 0.01% | SOLD |
| 23 | WCC | WESCO International Inc | Industrials | 5,117 | $1.3M | 0.01% | SOLD |
| 24 | DUOL | Duolingo Inc | Technology | 7,128 | $1.3M | 0.01% | SOLD |
| 25 | CMCSA | Comcast Corp | Communication Services | 41,028 | $1.2M | 0.01% | SOLD |
| 26 | TKR | Timken Co/The | Industrials | 14,134 | $1.2M | 0.01% | SOLD |
| 27 | ITT | ITT Inc | Industrials | 6,597 | $1.1M | 0.01% | SOLD |
| 28 | MCK | McKesson Corp | Healthcare | 1,336 | $1.1M | 0.01% | SOLD |
| 29 | PINS | Pinterest Inc | Communication Services | 41,243 | $1.1M | 0.01% | SOLD |
| 30 | SHW | Sherwin-Williams Co/The | Basic Materials | 3,284 | $1.1M | 0.01% | SOLD |
| 31 | — | Fortinet Inc | — | 13,327 | $1.1M | 0.01% | SOLD |
Sector Allocation
Industrials
38.3%
Technology
30.4%
Basic Materials
7.0%
Healthcare
6.8%
Utilities
6.7%
Financial Services
5.9%
Consumer Cyclical
2.6%
Consumer Defensive
0.9%
Communication Services
0.7%
Real Estate
0.7%