CHC
City Holding Co Portfolio holdings
AUM $764M
1-Year Return
16.2%
This Quarter Return
+3.33%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$325M
AUM Growth
+$11.3M
(+3.6%)
Cap. Flow
+$2.55M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
25.5%
Holding
592
New
16
Increased
82
Reduced
97
Closed
44
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$535K |
| 2 |
CSX Corp
CSX
|
+$531K |
| 3 |
3M
MMM
|
+$446K |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$404K |
| 5 |
WesBanco
WSBC
|
+$381K |
Top Sells
| 1 |
City Holding Co
CHCO
|
+$1.43M |
| 2 |
Kohl's
KSS
|
+$1.43M |
| 3 |
Coterra Energy
CTRA
|
+$192K |
| 4 |
TWX
Time Warner Inc
TWX
|
+$159K |
| 5 |
Apple
AAPL
|
+$147K |
Sector Composition
| 1 | Financials | 17.6% |
| 2 | Technology | 12.59% |
| 3 | Consumer Staples | 11.78% |
| 4 | Healthcare | 11.33% |
| 5 | Industrials | 10.45% |
