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
101
$1.05M 0.17%
13,136
102
$938K 0.15%
9,695
+3,160
103
$857K 0.14%
16,425
-100
104
$845K 0.14%
30,837
105
$844K 0.14%
17,775
106
$819K 0.13%
11,820
107
$788K 0.13%
+29,335
108
$775K 0.13%
29,800
109
$758K 0.12%
5,253
110
$728K 0.12%
17,530
111
$697K 0.11%
6,653
-25
112
$673K 0.11%
12,425
113
$660K 0.11%
8,450
+100
114
$624K 0.1%
5,860
-7,455
115
$582K 0.09%
4,430
-5,055
116
$582K 0.09%
11,459
117
$569K 0.09%
17,210
-770
118
$558K 0.09%
11,675
+4,325
119
$556K 0.09%
9,745
+148
120
$518K 0.08%
5,978
121
$496K 0.08%
7,425
122
$496K 0.08%
9,165
-350
123
$485K 0.08%
2,585
-365
124
$466K 0.08%
6,871
125
$461K 0.07%
5,360
3 4
5
6 7