IIM
Ivory Investment Management Portfolio holdings
AUM
$496M
This Quarter Return
+3.44%
1 Year Return
+4.78%
3 Year Return
+31.47%
5 Year Return
+79.28%
10 Year Return
–
AUM
$2.64B
AUM Growth
+$2.64B
(-5.5%)
Cap. Flow
-$263M
Cap. Flow
% of AUM
-9.99%
Top 10 Holdings %
Top 10 Hldgs %
40.41%
Holding
87
New
30
Increased
15
Reduced
20
Closed
20
Top Buys
| 1 |
AABA
Altaba Inc. Common Stock
AABA
|
$112M |
| 2 |
ANDV
Andeavor
ANDV
|
$110M |
| 3 |
Mattel
MAT
|
$66.6M |
| 4 |
NUAN
Nuance Communications, Inc.
NUAN
|
$62.5M |
| 5 |
Avis
CAR
|
$58.2M |
Top Sells
| 1 |
General Motors
GM
|
$116M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$110M |
| 3 |
Comcast
CMCSA
|
$93.3M |
| 4 |
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% |