Impax Asset Management Group plc
Institutional investor · Portfolio as of Q1 2019
Top Holdings287 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
XYLEM INC | 4.4M | $346M | 4.8% | $72.92 | 0.00% | 1 qtr | New 86 |
ECOLAB INC | 1.5M | $261.7M | 3.6% | $164.40 | 0.00% | 1 qtr | New 85 |
AMERICAN WATER WORKS CO INC | 2.4M | $250.2M | 3.4% | $89.98 | 0.00% | 1 qtr | New 85 |
TRIMBLE INC | 6.1M | $246M | 3.4% | $40.40 | 0.00% | 1 qtr | New 85 |
PENTAIR PLC | 5M | $221.9M | 3.1% | $39.95 | 0.00% | 1 qtr | New 85 |
DANAHER CORP | 1.7M | $220.2M | 3.0% | $113.63 | 0.00% | 1 qtr | New 85 |
SMITH (A.O.) CORP | 3.9M | $206.6M | 2.8% | $46.30 | 0.00% | 1 qtr | New 79 |
IDEX CORP | 1.3M | $204.5M | 2.8% | $139.17 | 0.00% | 1 qtr | New 79 |
AGILENT TECHNOLOGIES INC | 2.5M | $200.9M | 2.8% | $76.09 | 0.00% | 1 qtr | New 79 |
WATTS WATER TECHNOLOGIES-A | 2.4M | $192.1M | 2.6% | $76.44 | 0.00% | 1 qtr | New 79 |
PTC INC | 1.5M | $137.6M | 1.9% | $92.18 | 0.00% | 1 qtr | New 69 |
FRANKLIN ELEC INC | 2.6M | $133.3M | 1.8% | $47.32 | 0.00% | 1 qtr | New 69 |
WELBILT INC | 8.1M | $132.1M | 1.8% | — | — | 1 qtr | New 69 |
SEALED AIR CORP | 2.8M | $127.5M | 1.8% | $40.70 | 0.00% | 1 qtr | New 69 |
ITRON INC | 2.6M | $123.2M | 1.7% | $46.65 | 0.00% | 1 qtr | New 69 |
| 638,072 | $112.3M | 1.5% | $159.24 | 0.00% | 1 qtr | New 69 | |
WASTE MANAGEMENT INC | 1.1M | $111.4M | 1.5% | $92.99 | 0.00% | 1 qtr | New 69 |
TORO CO | 1.5M | $103.9M | 1.4% | $62.33 | 0.00% | 1 qtr | New 68 |
TE CONNECTIVITY LTD | 1.3M | $103.3M | 1.4% | $72.08 | 0.00% | 1 qtr | New 68 |
| 951,986 | $102.8M | 1.4% | — | — | 1 qtr | New 68 |
Impax Asset Management Group plc manages $7.3B across 287 positions as of Q1 2019. Top holdings: XYL (4.8%), ECL (3.6%), AWK (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 287 new positions, 0 exits, 0 increased. Top move: XYL (NEW, conviction 86). Portfolio: $7.3B across 287 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer