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
$439M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$733K
2
+$642K
3
+$602K
4
WMT icon
Walmart
WMT
+$534K
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$520K

Top Sells

1
+$965K
2
+$178K
3
+$119K
4
META icon
Meta Platforms (Facebook)
META
+$115K
5
IR icon
Ingersoll Rand
IR
+$82.3K

Sector Composition

1 Technology 16.04%
2 Consumer Staples 12.2%
3 Financials 11.98%
4 Industrials 10.69%
5 Healthcare 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
473
377
$12K ﹤0.01%
200
378
$12K ﹤0.01%
200
379
$11K ﹤0.01%
114
380
$11K ﹤0.01%
300
381
$11K ﹤0.01%
47
382
$11K ﹤0.01%
300
383
$10K ﹤0.01%
187
384
$10K ﹤0.01%
100
385
$10K ﹤0.01%
211
386
$10K ﹤0.01%
300
387
$10K ﹤0.01%
62
388
$10K ﹤0.01%
62
389
$10K ﹤0.01%
240
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$10K ﹤0.01%
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$10K ﹤0.01%
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392
$10K ﹤0.01%
332
393
$10K ﹤0.01%
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$9K ﹤0.01%
350
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$9K ﹤0.01%
5
396
$9K ﹤0.01%
300
397
$9K ﹤0.01%
525
398
$9K ﹤0.01%
145
399
$9K ﹤0.01%
79
400
$9K ﹤0.01%
450
14 15
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