IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+2.54%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$620M
AUM Growth
+$620M
(+0.04%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
28.09%
Holding
162
New
7
Increased
44
Reduced
56
Closed
4
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$3.37M |
| 2 |
Delta Air Lines
DAL
|
$2.05M |
| 3 |
Bread Financial
BFH
|
$1.89M |
| 4 |
MON
Monsanto Co
MON
|
$1.66M |
| 5 |
Charles River Laboratories
CRL
|
$1.6M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$7.51M |
| 2 |
Apple
AAPL
|
$3.78M |
| 3 |
PETM
PETSMART INC
PETM
|
$3.28M |
| 4 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$2.51M |
| 5 |
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% |
