IB
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Iyo Bank, Ltd.13F | |
Iyo Bank, Ltd. | |
Last update 2024-08-01 | 36 Stocks (2 new) |
Value $282.00 Mil | Turnover 5 % |
Portfolio Report |
Iyo Bank, Ltd. Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 353,600 | 43680.000 | 0% | 15.500 | 0% | 0.000 | +34.19% | +181.11% | 3414085.400 | Semiconductors | |
MSFT | Microsoft Corp | 66,077 | 29530.000 | 0% | 10.480 | 0% | 0.000 | +2.46% | +15.65% | 3215616.773 | Software | |
GOOGL | Alphabet Inc | 119,740 | 21810.000 | 0% | 7.740 | 0% | 0.000 | +2.62% | +25.24% | 2145817.800 | Interactive Media | |
ADBE | Adobe Inc | 32,230 | 17910.000 | +14.25% | 6.360 | +0.79% | 0.010 | -9.62% | -18.39% | 214337.782 | Software | |
GOOG | Alphabet Inc | 87,390 | 16030.000 | 0% | 5.690 | 0% | 0.000 | +2.68% | +25.36% | 2145817.800 | Interactive Media | |
AAPL | Apple Inc | 66,690 | 14050.000 | 0% | 4.990 | 0% | 0.000 | +5.29% | +19.97% | 3498471.924 | Hardware | |
AMZN | Amazon.com Inc | 70,209 | 13570.000 | 0% | 4.820 | 0% | 0.000 | +6.10% | +26.89% | 2023545.295 | Retail - Cyclical | |
CRM | Salesforce Inc | 43,532 | 11190.000 | 0% | 3.970 | 0% | 0.000 | +15.10% | +13.14% | 283358.400 | Software | |
PLD | Prologis Inc | 98,400 | 11050.000 | 0% | 3.920 | 0% | 0.010 | -7.42% | -11.02% | 107315.897 | REITs | |
UNH | UnitedHealth Group Inc | 21,390 | 10890.000 | +32.61% | 3.860 | +0.95% | 0.000 | -1.97% | +8.19% | 519847.482 | Healthcare Plans |
Iyo Bank, Ltd.'s Historical Top Holdings Breakdowns
Iyo Bank, Ltd.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2024-06-30 | Add | +0.95% | 439.2 ($490.13) 524.63 | $562.96 | 14.86% | Add 32.61% | 21,390 | 5,260 | |
ADBE | Adobe Inc | 2024-06-30 | Add | +0.79% | 439.02 ($484.22) 555.54 | $486.91 | 0.56% | Add 14.25% | 32,230 | 4,020 | |
DE | Deere & Co | 2024-06-30 | New Buy | +0.68% | 364.98 ($390.01) 414.02 | $404.69 | 3.76% | New holding | 5,130 | 5,130 | |
ROK | Rockwell Automation Inc | 2024-06-30 | Add | +0.54% | 254.39 ($269.86) 288.52 | $266.63 | -1.20% | Add 99.82% | 11,010 | 5,500 | |
DIS | The Walt Disney Co | 2024-06-30 | Add | +0.47% | 99.29 ($107.65) 122.82 | $95.08 | -11.68% | Add 14.35% | 106,748 | 13,400 | |
ADSK | Autodesk Inc | 2024-06-30 | Add | +0.46% | 199.93 ($224.64) 259.44 | $288.92 | 28.61% | Add 33.99% | 20,775 | 5,270 | |
INTC | Intel Corp | 2024-06-30 | New Buy | +0.37% | 29.85 ($32.77) 44.52 | $22.30 | -31.95% | New holding | 33,180 | 33,180 | |
FTNT | Fortinet Inc | 2024-06-30 | Add | +0.36% | 57.94 ($62.18) 71.32 | $78.77 | 26.68% | Add 194.71% | 25,050 | 16,550 | |
NKE | Nike Inc | 2024-06-30 | Add | +0.15% | 75.37 ($92.94) 97.18 | $76.45 | -17.74% | Add 12.68% | 48,870 | 5,500 | |
UNH | UnitedHealth Group Inc | 2024-03-31 | Add | +2.36% | 472.6 ($508.38) 545.42 | $562.96 | 10.74% | Add 289.61% | 16,130 | 11,990 |
Iyo Bank, Ltd. Total Holding History ($B)
Iyo Bank, Ltd.'s Asset Allocation
Iyo Bank, Ltd. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Iyo Bank, Ltd.'s Hypothetical Growth since 2024-06-30
Iyo Bank, Ltd.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Iyo Bank, Ltd.'s Holdings Heat Map
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Iyo Bank, Ltd.'s Holdings Bubble Chart
Iyo Bank, Ltd. News
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