IIM

Ivory Investment Management Portfolio holdings

AUM $496M
1-Year Est. Return 4.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$534M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$81.1M
3
+$73.2M
4
OC icon
Owens Corning
OC
+$65.3M
5
AWI icon
Armstrong World Industries
AWI
+$57.6M

Top Sells

1
+$65.5M
2
+$58.2M
3
+$56.7M
4
MSFT icon
Microsoft
MSFT
+$55M
5
ATML
ATMEL CORP
ATML
+$44.1M

Sector Composition

1 Industrials 21.09%
2 Consumer Discretionary 18.74%
3 Technology 14.59%
4 Healthcare 8.13%
5 Financials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
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