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
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SE icon
26
Sea Limited
SE
$92.3B
$17.2M 0.98%
131,668
-225
ECL icon
27
Ecolab
ECL
$72.9B
$17.1M 0.97%
67,339
+620
ADSK icon
28
Autodesk
ADSK
$64.1B
$16.9M 0.96%
64,550
+1,520
V icon
29
Visa
V
$667B
$16.7M 0.95%
47,731
-75
CHD icon
30
Church & Dwight Co
CHD
$19.9B
$15.4M 0.88%
140,172
-735
DELL icon
31
Dell
DELL
$108B
$15.2M 0.86%
166,335
+36,784
SYK icon
32
Stryker
SYK
$141B
$14.9M 0.85%
40,046
+190
ZTS icon
33
Zoetis
ZTS
$63.9B
$14.8M 0.85%
90,161
+1,285
ISRG icon
34
Intuitive Surgical
ISRG
$188B
$14.2M 0.81%
28,625
UNP icon
35
Union Pacific
UNP
$130B
$13.3M 0.76%
56,192
+975
UBER icon
36
Uber
UBER
$201B
$13.3M 0.76%
182,194
+55,184
GWW icon
37
W.W. Grainger
GWW
$45.7B
$12.9M 0.74%
13,074
APP icon
38
Applovin
APP
$210B
$12.4M 0.71%
46,900
-505
MRK icon
39
Merck
MRK
$216B
$12.2M 0.7%
136,125
-12,172
JNJ icon
40
Johnson & Johnson
JNJ
$455B
$12M 0.68%
72,244
+894
EW icon
41
Edwards Lifesciences
EW
$49B
$11.6M 0.66%
159,854
-1,720
MA icon
42
Mastercard
MA
$501B
$11.4M 0.65%
20,813
-2,691
CRWD icon
43
CrowdStrike
CRWD
$135B
$11.3M 0.64%
31,925
+915
AMGN icon
44
Amgen
AMGN
$157B
$11.1M 0.63%
35,470
-61
IBB icon
45
iShares Biotechnology ETF
IBB
$6.29B
$11M 0.62%
85,656
+2,675
CMI icon
46
Cummins
CMI
$60.4B
$10.9M 0.62%
34,805
+1,020
WMT icon
47
Walmart
WMT
$815B
$10.3M 0.59%
117,453
+200
ABBV icon
48
AbbVie
ABBV
$403B
$10M 0.57%
47,946
TRMB icon
49
Trimble
TRMB
$18.8B
$10M 0.57%
152,485
-550
FDX icon
50
FedEx
FDX
$58.7B
$10M 0.57%
41,045
-2,191
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