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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 5.59%
1,107,432
-4,712
2
$24.7M 3.97%
287,541
+9,775
3
$22.4M 3.6%
843,060
+18,021
4
$15.1M 2.43%
150,150
-840
5
$14.5M 2.33%
328,781
-5,395
6
$14.1M 2.26%
190,007
-4,440
7
$13.5M 2.17%
228,266
+60
8
$11.7M 1.89%
52,156
-40
9
$11.5M 1.86%
98,550
-235
10
$10.8M 1.73%
110,329
+50
11
$10.6M 1.71%
161,120
-870
12
$10.4M 1.68%
161,300
-522
13
$10.2M 1.65%
75,821
-225
14
$10.2M 1.65%
436,425
-29,793
15
$9.71M 1.56%
87,417
-95
16
$9.65M 1.55%
99,693
-750
17
$9.62M 1.55%
56,436
+100
18
$9.61M 1.55%
85,014
-245
19
$9.45M 1.52%
233,070
+1,000
20
$9.35M 1.5%
115,439
-1,150
21
$9.18M 1.48%
362,033
-856
22
$8.28M 1.33%
71,511
-275
23
$7.59M 1.22%
49,453
-280
24
$7.26M 1.17%
30,666
-300
25
$7.17M 1.15%
235,759
-473
1
2 3 4 5