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
126
$1.2M 0.05%
+24,692
127
$1.2M 0.05%
+14,224
128
$1.17M 0.05%
+102,024
129
$1.13M 0.05%
+28,983
130
$1.13M 0.05%
+35,651
131
$1.12M 0.05%
+17,703
132
$1.12M 0.05%
+18,499
133
$1.12M 0.05%
+21,770
134
$1.1M 0.05%
+19,294
135
$1.08M 0.04%
+32,076
136
$1.07M 0.04%
+31,699
137
$1.05M 0.04%
+34,937
138
$1.05M 0.04%
+9,756
139
$1.04M 0.04%
+12,057
140
$1.02M 0.04%
+175,359
141
$999K 0.04%
+16,405
142
$992K 0.04%
+12,804
143
$945K 0.04%
+14,258
144
$945K 0.04%
+16,962
145
$933K 0.04%
+33,596
146
$925K 0.04%
+21,734
147
$914K 0.04%
+5,832
148
$896K 0.04%
+11,585
149
$893K 0.04%
+26,647
150
$890K 0.04%
+43,976
3 4 5
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