Portfolio (Quarterly)
Guide ↗
Iyo Bank, Ltd.
· CIK 0001890435| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | ADOBE INC | Technology | 34,475 | $12.1M | 3.85% | SOLD |
| 2 | INTU | INTUIT | Technology | 16,042 | $10.6M | 3.39% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 38,157 | $10.1M | 3.23% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 32,181 | $8.6M | 2.76% | SOLD |
| 5 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 22,951 | $7.6M | 2.42% | SOLD |
| 6 | — | APTIV PLC | — | 63,730 | $4.8M | 1.55% | SOLD |
| 7 | XLV | SELECT SECTOR SPDR TR | — | 6,497 | $1.0M | 0.32% | SOLD |
Sector Allocation
Technology
39.9%
Communication Services
20.6%
Consumer Defensive
9.8%
Healthcare
5.9%
Industrials
5.0%
Real Estate
4.9%
Consumer Cyclical
3.9%
Financial Services
3.9%
Basic Materials
3.2%
Utilities
2.9%