CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
+7.75%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$257M
AUM Growth
+$26M
(+11%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
28.01%
Holding
584
New
30
Increased
108
Reduced
55
Closed
25
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$566K |
| 2 |
Apple
AAPL
|
+$394K |
| 3 |
Campbell Soup
CPB
|
+$393K |
| 4 |
AT&T
T
|
+$387K |
| 5 |
McDonald's
MCD
|
+$338K |
Top Sells
| 1 |
City Holding Co
CHCO
|
+$821K |
| 2 |
Conagra Brands
CAG
|
+$277K |
| 3 |
American Electric Power
AEP
|
+$200K |
| 4 |
BCS.PRA.CL
Barclays Bank Plc Series 3
BCS.PRA.CL
|
+$194K |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$110K |
Sector Composition
| 1 | Financials | 19.63% |
| 2 | Consumer Staples | 12.69% |
| 3 | Industrials | 11.42% |
| 4 | Technology | 10.84% |
| 5 | Healthcare | 10.8% |
