IB

Iyo Bank Portfolio holdings

AUM $247M
1-Year Est. Return 14.43%
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$74.8M
2
+$26.4M
3
+$17.3M
4
PLD icon
Prologis
PLD
+$16.6M
5
BXP icon
Boston Properties
BXP
+$16.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.75%
2 Real Estate 12.19%
3 Communication Services 9.58%
4 Consumer Discretionary 7.23%
5 Consumer Staples 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.01%
+11,770
27
$2.93M 0.89%
+8,325
28
$2.72M 0.83%
+14,425
29
$2.67M 0.82%
+7,227
30
$2.46M 0.75%
+10,504
31
$2.45M 0.75%
+3,774
32
$2.39M 0.73%
+46,100
33
$2.26M 0.69%
+13,800
34
$1.34M 0.41%
+3,720
35
$1.22M 0.37%
+2,018
36
$1.13M 0.35%
+2,823
37
$1.09M 0.33%
+3,234
38
$1.06M 0.32%
+11,030
39
$814K 0.25%
+3,943
40
$715K 0.22%
+5,900
1
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