IIM
Ivory Investment Management Portfolio holdings
AUM
$496M
This Quarter Return
-1.43%
1 Year Return
+4.78%
3 Year Return
+31.47%
5 Year Return
+79.28%
10 Year Return
–
AUM
$2.87B
AUM Growth
+$2.87B
(-21%)
Cap. Flow
-$794M
Cap. Flow
% of AUM
-27.7%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
143
New
69
Increased
16
Reduced
35
Closed
21
Top Buys
| 1 |
Expedia Group
EXPE
|
$146M |
| 2 |
Willis Towers Watson
WTW
|
$93.2M |
| 3 |
Western Digital
WDC
|
$54.3M |
| 4 |
MON
Monsanto Co
MON
|
$45.7M |
| 5 |
Lowe's Companies
LOW
|
$37.9M |
Top Sells
| 1 |
SNDK
SANDISK CORP
SNDK
|
$142M |
| 2 |
Axalta
AXTA
|
$114M |
| 3 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$113M |
| 4 |
Avis
CAR
|
$98.4M |
| 5 |
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% |
