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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.09M 1.14%
113,206
-1,525
27
$7.06M 1.14%
105,038
-10
28
$6.99M 1.12%
156,225
+25,350
29
$6.5M 1.05%
27,886
+4,737
30
$6.45M 1.04%
73,207
+111
31
$6.43M 1.03%
94,823
-165
32
$6.34M 1.02%
90,215
+11,505
33
$6.19M 1%
114,564
-5,120
34
$5.98M 0.96%
64,079
+101
35
$5.94M 0.96%
169,970
-53,460
36
$5.86M 0.94%
270,040
+28,040
37
$5.71M 0.92%
54,425
+2,075
38
$5.49M 0.88%
92,935
39
$5.49M 0.88%
81,345
+6,175
40
$5.47M 0.88%
73,353
-375
41
$5.19M 0.83%
100,743
-85
42
$5.18M 0.83%
64,611
-250
43
$5.11M 0.82%
32,891
-791
44
$4.85M 0.78%
15,970
+1,367
45
$4.74M 0.76%
56,150
-2,000
46
$4.67M 0.75%
11,554
-52
47
$4.5M 0.72%
+54,745
48
$4.31M 0.69%
66,852
-16,670
49
$4.31M 0.69%
24,915
-125
50
$4.21M 0.68%
32,101
-105
1
2
3 4 5