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
$355M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$783K
3
+$742K
4
META icon
Meta Platforms (Facebook)
META
+$718K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$659K

Top Sells

1
+$239K
2
+$233K
3
+$151K
4
JNJ icon
Johnson & Johnson
JNJ
+$135K
5
GIS icon
General Mills
GIS
+$91.4K

Sector Composition

1 Financials 16.8%
2 Technology 13.05%
3 Consumer Staples 12.35%
4 Healthcare 11.63%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
56
352
$13K ﹤0.01%
42
353
$13K ﹤0.01%
600
354
$13K ﹤0.01%
166
355
$13K ﹤0.01%
1,500
356
$12K ﹤0.01%
44
357
$12K ﹤0.01%
+200
358
$12K ﹤0.01%
+150
359
$12K ﹤0.01%
450
360
$12K ﹤0.01%
333
361
$12K ﹤0.01%
100
362
$12K ﹤0.01%
100
-65
363
$12K ﹤0.01%
+300
364
$12K ﹤0.01%
+300
365
$11K ﹤0.01%
59
366
$11K ﹤0.01%
106
367
$11K ﹤0.01%
130
368
$11K ﹤0.01%
70
-4
369
$11K ﹤0.01%
70
370
$11K ﹤0.01%
439
371
$11K ﹤0.01%
142
372
$10K ﹤0.01%
+200
373
$10K ﹤0.01%
145
374
$10K ﹤0.01%
55
375
$10K ﹤0.01%
100
13 14
15
16 17