INVESTMENT HOUSE LLC Information

11150 SANTA MONICA BOULEVARD, SUITE 850, LOS ANGELES, California, 90025, (310) 873-3021

Report Date: 12/31/2014

Position Statistics

Total Positions 161
New Positions 5
Increased Positions 56
Decreased Positions 70
Positions with Activity 126
Sold Out Positions 5
Total Mkt Value (in $ millions) 610

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.68%
Capital Goods 2.65%
Conglomerates
Consumer Cyclical 4.44%
Consumer/Non-Cyclical 8.12%
Energy 0.38%
Financial 3.19%
Healthcare 22.82%
Services 14.71%
Technology 33.79%
Transportation 5.08%
Utilities 0.56%

161 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 35,561 -195 (0.54) 308,394
FACEBOOK INC CL A 21,133 -843 (3.84) 277,195
STRATASYS LTD SHS 19,406 92 .48 245,520
MEDTRONIC PLC SHS 16,186 -455 (2.74) 220,485
SCOTTS MIRACLE GRO CO CL A 14,612 -14 (0.1) 228,561
MICROSOFT CORP COM 13,812 -31 (0.22) 335,316
INTUIT COM 13,119 New 149,930
TRIMBLE NAVIGATION LTD COM 12,961 -173 (1.32) 527,282
MCKESSON CORP COM 11,372 87 .77 52,181
JOHNSON & JOHNSON COM 11,194 8 .07 110,309
GOOGLE INC CL A 10,880 269 2.54 21,232
COSTCO WHSL CORP NEW COM 10,621 -35 (0.33) 76,071
GILEAD SCIENCES INC COM 10,109 -46 (0.45) 98,675
GOOGLE INC CL C 10,085 -147 (1.44) 19,774
FEDEX CORP COM 9,721 157 1.64 56,701
CHURCH & DWIGHT INC COM 9,515 -16 (0.17) 116,585
HOME DEPOT INC COM 9,166 -545 (5.61) 87,512
ECOLAB INC COM 8,805 45 .51 85,009
HAIN CELESTIAL GROUP INC COM 8,767 -14 (0.15) 161,940
YUM BRANDS INC COM 8,528 -64 (0.74) 116,985


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