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
$2.87B
AUM Growth
-$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$93.2M
3
+$54.3M
4
MON
Monsanto Co
MON
+$45.7M
5
LOW icon
Lowe's Companies
LOW
+$37.9M

Top Sells

1
+$142M
2
+$114M
3
+$113M
4
CAR icon
Avis
CAR
+$98.4M
5
EMN icon
Eastman Chemical
EMN
+$93.4M

Sector Composition

1 Consumer Discretionary 24.16%
2 Communication Services 14.44%
3 Technology 14.16%
4 Industrials 12.01%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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