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
$1.72B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$66.9M
3
+$57.4M
4
MRVL icon
Marvell Technology
MRVL
+$53.8M
5
AAPL icon
Apple
AAPL
+$52.7M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.16%
2 Financials 17.11%
3 Technology 15.13%
4 Healthcare 11.67%
5 Energy 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.64M 0.07%
+40,103
102
$1.63M 0.07%
+210,846
103
$1.61M 0.07%
+35,176
104
$1.58M 0.06%
+29,630
105
$1.55M 0.06%
+27,522
106
$1.55M 0.06%
+13,506
107
$1.49M 0.06%
+182,242
108
$1.47M 0.06%
+65,622
109
$1.45M 0.06%
+16,824
110
$1.42M 0.06%
+30,464
111
$1.42M 0.06%
+19,569
112
$1.41M 0.06%
+1,496
113
$1.39M 0.06%
+14,035
114
$1.38M 0.06%
+15,367
115
$1.36M 0.06%
+21,070
116
$1.33M 0.05%
+17,975
117
$1.32M 0.05%
+26,018
118
$1.3M 0.05%
+23,193
119
$1.29M 0.05%
+41,165
120
$1.27M 0.05%
+91,780
121
$1.26M 0.05%
+32,634
122
$1.25M 0.05%
+53,529
123
$1.24M 0.05%
+28,880
124
$1.23M 0.05%
+33,402
125
$1.22M 0.05%
+7,012
3 4
5
6 7