IBOK

Independence Bank of Kentucky Portfolio holdings

AUM $778M
1-Year Est. Return 18.57%
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$871K
3 +$682K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
BA icon
Boeing
BA
+$398K

Top Sells

1 +$1.62M
2 +$1.07M
3 +$590K
4
CELG
Celgene Corp
CELG
+$301K
5
LOGI icon
Logitech
LOGI
+$208K

Sector Composition

1 Financials 14.33%
2 Technology 13.22%
3 Healthcare 11.88%
4 Consumer Staples 11.2%
5 Communication Services 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$0 ﹤0.01%
26
377
$0 ﹤0.01%
41
378
0
379
$0 ﹤0.01%
+172
380
-15,514
381
-3,036