CHC

City Holding Co Portfolio holdings

AUM $795M
1-Year Est. Return 16.02%
This Quarter Est. Return
1 Year Est. Return
+16.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.84M
3
+$1.19M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M

Top Sells

1
+$2.43M
2
+$1.66M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
BK icon
Bank of New York Mellon
BK
+$1.37M

Sector Composition

1 Technology 15.89%
2 Financials 12.82%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67K 0.01%
578
252
$67K 0.01%
+1,220
253
$66K 0.01%
500
254
$66K 0.01%
1,355
255
$65K 0.01%
4,537
256
$65K 0.01%
1,900
257
$64K 0.01%
435
258
$64K 0.01%
185
259
$60K 0.01%
230
-136
260
$59K 0.01%
1,110
261
$59K 0.01%
410
262
$58K 0.01%
2,250
263
$57K 0.01%
1,300
264
$56K 0.01%
1,008
-250
265
$54K 0.01%
2,450
266
$54K 0.01%
64
267
$53K 0.01%
4,117
268
$53K 0.01%
3,000
269
$51K 0.01%
311
270
$51K 0.01%
379
271
$51K 0.01%
373
272
$50K 0.01%
500
273
$50K 0.01%
226
274
$50K 0.01%
213
+30
275
$48K 0.01%
2,000
9 10
11
12 13