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
$640M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1 +$3.54M
2 +$3.27M
3 +$2.27M
4
VRT icon
Vertiv
VRT
+$1.85M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Sector Composition

1 Technology 17.54%
2 Financials 11.41%
3 Healthcare 7.52%
4 Consumer Staples 6.69%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-15
627
-12
628
-17
629
-25
630
-25
631
-500
632
-125
633
-28
634
-14
635
-500
636
-50
637
-378
638
-50