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
126
$459K 0.07%
1,255
127
$456K 0.07%
9,650
128
$455K 0.07%
9,742
-449
129
$444K 0.07%
7,900
130
$411K 0.07%
6,586
+3
131
$403K 0.07%
5,700
132
$402K 0.06%
10,740
-1,000
133
$381K 0.06%
7,700
134
$380K 0.06%
6,150
135
$363K 0.06%
4,700
-100
136
$348K 0.06%
6,700
137
$333K 0.05%
+7,165
138
$299K 0.05%
4,400
139
$286K 0.05%
+4,000
140
$282K 0.05%
5,195
141
$278K 0.04%
11,935
142
$259K 0.04%
30,325
+21,140
143
$257K 0.04%
2,650
144
$245K 0.04%
2,125
145
$243K 0.04%
5,495
+3
146
$239K 0.04%
4,536
147
$239K 0.04%
1,966
-15
148
$236K 0.04%
5,650
149
$234K 0.04%
4,438
150
$233K 0.04%
+5,561
3 4 5
6
7