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
1
$34.6M 5.58%
1,112,144
-121,432
2
$22.8M 3.68%
277,766
+571
3
$22.7M 3.66%
825,039
+2,667
4
$15.3M 2.47%
228,206
-355
5
$15.2M 2.45%
194,447
-26,038
6
$14.6M 2.36%
150,990
+1,060
7
$13.6M 2.19%
334,176
-1,140
8
$11.8M 1.9%
52,196
+15
9
$11.8M 1.9%
223,430
-22,090
10
$11.7M 1.89%
466,218
-61,064
11
$11.5M 1.86%
76,046
-25
12
$11.1M 1.79%
110,279
-30
13
$10.4M 1.67%
161,990
+50
14
$9.94M 1.6%
87,512
15
$9.91M 1.6%
232,070
-1,100
16
$9.75M 1.57%
85,259
+250
17
$9.69M 1.56%
98,785
+110
18
$9.41M 1.52%
100,443
+327
19
$9.32M 1.5%
56,336
-365
20
$9.16M 1.48%
161,822
-904
21
$8.81M 1.42%
362,889
-24
22
$8.62M 1.39%
116,589
-375
23
$8.28M 1.33%
71,786
+1,145
24
$7.96M 1.28%
114,731
+790
25
$7.95M 1.28%
49,733
+80
1
2 3 4 5