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
51
$4.46M 0.72%
32,206
+2,235
52
$4.35M 0.7%
14,603
+11,318
53
$4.29M 0.69%
113,766
-420
54
$4.12M 0.66%
29,881
-167
55
$3.97M 0.64%
167,280
-1,320
56
$3.96M 0.64%
106,448
-930
57
$3.89M 0.63%
27,705
-200
58
$3.79M 0.61%
30,482
-200
59
$3.78M 0.61%
46,105
-200
60
$3.77M 0.61%
40,826
+350
61
$3.71M 0.6%
45,650
-50
62
$3.7M 0.6%
51,233
-955
63
$3.61M 0.58%
27,010
+4,855
64
$3.58M 0.58%
82,981
+800
65
$3.36M 0.54%
122,010
66
$3.3M 0.53%
29,338
+14,720
67
$3.21M 0.52%
2,755
-40
68
$3.21M 0.52%
85,000
69
$3.1M 0.5%
58,690
+2,075
70
$3.08M 0.5%
56,071
-157
71
$3.01M 0.49%
117,720
+850
72
$2.91M 0.47%
53,206
73
$2.88M 0.46%
49,045
+475
74
$2.83M 0.46%
29,243
+12,690
75
$2.64M 0.43%
80,109
-270
1 2
3
4 5