IIM

Ivory Investment Management Portfolio holdings

AUM $496M
1-Year Est. Return 4.78%
This Quarter Est. Return
1 Year Est. Return
+4.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$110M
3
+$66.6M
4
NUAN
Nuance Communications, Inc.
NUAN
+$62.5M
5
CAR icon
Avis
CAR
+$58.2M

Top Sells

1
+$116M
2
+$110M
3
+$93.3M
4
EXPE icon
Expedia Group
EXPE
+$86.7M
5
AGN
Allergan plc
AGN
+$82.5M

Sector Composition

1 Technology 36.7%
2 Consumer Discretionary 23.99%
3 Communication Services 13.06%
4 Consumer Staples 9.51%
5 Energy 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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87
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