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
$311M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$21.6M
2 +$735K

Sector Composition

1 Technology 38.28%
2 Communication Services 13.75%
3 Consumer Staples 8.48%
4 Healthcare 7.41%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INTC icon
51
Intel
INTC
$191B
$329K 0.11%
14,470
ILMN icon
52
Illumina
ILMN
$19B
-5,500