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
$1.37B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$3.96M
3
+$3.76M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.9M

Top Sells

1
+$21.7M
2
+$14.2M
3
+$3.77M
4
IFF icon
International Flavors & Fragrances
IFF
+$3.38M
5
AAPL icon
Apple
AAPL
+$3.15M

Sector Composition

1 Technology 40.03%
2 Healthcare 13.76%
3 Communication Services 11.57%
4 Industrials 7.7%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 9.98%
783,732
-18,050
2
$61.6M 4.49%
199,825
-4,684
3
$54.4M 3.97%
113,099
-4,590
4
$51.3M 3.74%
314,920
+3,860
5
$47.7M 3.47%
342,660
-5,480
6
$46M 3.35%
100,940
-133
7
$44.6M 3.25%
200,586
-5,673
8
$44.5M 3.24%
318,460
-880
9
$40M 2.91%
69,393
-1,214
10
$34.7M 2.53%
76,865
+34,295
11
$32.5M 2.37%
96,225
-495
12
$25.7M 1.87%
90,480
-995
13
$24.5M 1.78%
198,935
-2,085
14
$22.5M 1.64%
164,951
+5,582
15
$22.5M 1.64%
170,153
-1,435
16
$22.4M 1.64%
122,285
+1,110
17
$21.3M 1.55%
139,308
-110
18
$21.2M 1.55%
776,710
-33,550
19
$20.2M 1.47%
127,484
+973
20
$20M 1.46%
173,275
-5,126
21
$17.8M 1.3%
76,807
+12,095
22
$17.7M 1.29%
73,146
+1,990
23
$17.4M 1.27%
175,582
-1,625
24
$17M 1.24%
79,411
+4,795
25
$16.9M 1.23%
109,880
+5
1
2 3 4 5