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
76
$2.6M 0.42%
29,550
77
$2.59M 0.42%
18,730
-18,157
78
$2.46M 0.4%
54,750
+45,500
79
$2.36M 0.38%
58,309
-1,025
80
$2.26M 0.36%
46,393
-2,004
81
$2.25M 0.36%
48,600
82
$2.23M 0.36%
13,310
83
$2.1M 0.34%
20,620
+25
84
$2.07M 0.33%
28,552
85
$2.06M 0.33%
117,145
+52,215
86
$2.06M 0.33%
31,914
87
$1.98M 0.32%
39,810
+1,185
88
$1.92M 0.31%
23,050
-3,460
89
$1.83M 0.3%
21,602
90
$1.78M 0.29%
23,150
-150
91
$1.76M 0.28%
16,275
+2,460
92
$1.69M 0.27%
17,388
93
$1.57M 0.25%
27,990
94
$1.38M 0.22%
11,573
-30
95
$1.25M 0.2%
10,525
96
$1.21M 0.2%
44,090
97
$1.17M 0.19%
10,200
98
$1.09M 0.18%
13,958
99
$1.06M 0.17%
36,125
+425
100
$1.06M 0.17%
11,320
-725
2 3
4
5 6