IIM

Ivory Investment Management Portfolio holdings

AUM $496M
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$67.4M
3
+$58.6M
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$51M
5
MU icon
Micron Technology
MU
+$47.5M

Top Sells

1
+$80.4M
2
+$68.6M
3
+$61.3M
4
AAPL icon
Apple
AAPL
+$58.8M
5
JPM icon
JPMorgan Chase
JPM
+$50.7M

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 20.01%
3 Industrials 16.89%
4 Healthcare 11.11%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
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