IRC
Investors Research Corp Portfolio holdings
AUM
$510M
1-Year Return
11.61%
This Quarter Return
-15.44%
1 Year Return
+11.61%
3 Year Return
+45.49%
5 Year Return
+119.88%
10 Year Return
–
AUM
$143M
AUM Growth
-$31.7M
(-18%)
Cap. Flow
-$1.13M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
10.25%
Holding
346
New
6
Increased
105
Reduced
54
Closed
28
Top Buys
| 1 |
Janus Henderson
JHG
|
+$714K |
| 2 |
Kraft Heinz
KHC
|
+$650K |
| 3 |
UBS Group
UBS
|
+$644K |
| 4 |
TotalEnergies
TTE
|
+$612K |
| 5 |
Mativ Holdings
MATV
|
+$519K |
Top Sells
| 1 |
EOCC
Enel Generacion Chile S.A.
EOCC
|
+$556K |
| 2 |
EVHC
Envision Healthcare Holdings Inc
EVHC
|
+$441K |
| 3 |
Merck
MRK
|
+$395K |
| 4 |
ARRS
ARRIS International plc Ordinary Shares
ARRS
|
+$381K |
| 5 |
Luxfer Holdings
LXFR
|
+$337K |
Sector Composition
| 1 | Consumer Discretionary | 15.17% |
| 2 | Industrials | 13.62% |
| 3 | Technology | 12.91% |
| 4 | Materials | 10.1% |
| 5 | Consumer Staples | 8.26% |
