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
$247M
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$13.7M
2 +$11.7M
3 +$10.3M
4
DIS icon
Walt Disney
DIS
+$8.83M
5
CRM icon
Salesforce
CRM
+$7.91M

Sector Composition

1 Technology 51.4%
2 Communication Services 10.31%
3 Consumer Staples 8.87%
4 Industrials 4.94%
5 Financials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
51
UnitedHealth
UNH
$322B
-22,410