IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$251K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.05M
3
+$1.89M
4
MON
Monsanto Co
MON
+$1.66M
5
CRL icon
Charles River Laboratories
CRL
+$1.6M

Top Sells

1
+$7.51M
2
+$3.78M
3
+$3.28M
4
SIAL
SIGMA - ALDRICH CORP
SIAL
+$2.51M
5
MDT icon
Medtronic
MDT
+$2.03M

Sector Composition

1 Technology 26.78%
2 Healthcare 24.71%
3 Industrials 10.62%
4 Consumer Discretionary 8.68%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.39M 1.19%
236,232
-1,098
27
$7.3M 1.18%
30,966
-175
28
$6.46M 1.04%
73,096
29
$6.43M 1.04%
64,020
-125
30
$6.24M 1.01%
78,710
+20,160
31
$6.22M 1%
73,728
-820
32
$6.15M 0.99%
105,048
-260
33
$6.12M 0.99%
63,978
-1,325
34
$6.11M 0.98%
130,875
+26,250
35
$6M 0.97%
119,684
-300
36
$5.79M 0.93%
92,935
-75
37
$5.76M 0.93%
100,828
+440
38
$5.76M 0.93%
83,522
-3,250
39
$5.64M 0.91%
94,988
+375
40
$5.55M 0.9%
64,861
41
$5.47M 0.88%
23,149
+8,006
42
$5.4M 0.87%
52,350
+2,225
43
$5.17M 0.83%
33,682
-6,559
44
$5.16M 0.83%
152,333
+76
45
$5.11M 0.82%
75,170
+9,530
46
$5.06M 0.82%
25,040
47
$4.92M 0.79%
58,150
48
$4.9M 0.79%
11,606
-395
49
$4.72M 0.76%
45,846
+870
50
$4.5M 0.73%
242,000
+2,700
1
2
3 4 5