IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+1.29%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$624M
AUM Growth
+$624M
(-0.57%)
Cap. Flow
-$4.81M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
27.35%
Holding
198
New
15
Increased
65
Reduced
60
Closed
20
Top Buys
| 1 |
SHPG
Shire pic
SHPG
|
$913K |
| 2 |
Toll Brothers
TOL
|
$736K |
| 3 |
Visa
V
|
$690K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$667K |
| 5 |
GE Aerospace
GE
|
$654K |
Top Sells
| 1 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$2.19M |
| 2 |
eBay
EBAY
|
$894K |
| 3 |
YHOO
Yahoo Inc
YHOO
|
$839K |
| 4 |
Blackstone
BX
|
$827K |
| 5 |
Hain Celestial
HAIN
|
$780K |
Sector Composition
| 1 | Technology | 24.09% |
| 2 | Healthcare | 23.51% |
| 3 | Communication Services | 11.96% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Consumer Staples | 8.74% |
