IIM
Ivory Investment Management Portfolio holdings
AUM
$496M
This Quarter Return
+5.43%
1 Year Return
+4.78%
3 Year Return
+31.47%
5 Year Return
+79.28%
10 Year Return
–
AUM
$1.72B
AUM Growth
–
Cap. Flow
+$1.72B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
168
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
American International
AIG
|
$81M |
| 2 |
Devon Energy
DVN
|
$66.9M |
| 3 |
General Motors
GM
|
$57.4M |
| 4 |
Marvell Technology
MRVL
|
$53.8M |
| 5 |
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% |
