CHC

City Holding Co Portfolio holdings

AUM $800M
1-Year Est. Return 20.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$3.24M
3 +$543K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$537K
5
SHPG
Shire pic
SHPG
+$517K

Top Sells

1 +$802K
2 +$191K
3 +$97.6K
4
DUK icon
Duke Energy
DUK
+$93.8K
5
MSEX icon
Middlesex Water
MSEX
+$74K

Sector Composition

1 Financials 16.28%
2 Consumer Staples 14.46%
3 Healthcare 11.87%
4 Industrials 10.96%
5 Technology 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
145
402
$8K ﹤0.01%
+127
403
$8K ﹤0.01%
+34
404
$8K ﹤0.01%
972
405
$8K ﹤0.01%
400
406
$7K ﹤0.01%
+55
407
$7K ﹤0.01%
820
408
$7K ﹤0.01%
367
409
$7K ﹤0.01%
100
+36
410
$7K ﹤0.01%
+276
411
$7K ﹤0.01%
150
412
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+230
413
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+42
414
$7K ﹤0.01%
150
415
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+119
416
$7K ﹤0.01%
188
-184
417
$6K ﹤0.01%
+70
418
$6K ﹤0.01%
116
419
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+400
420
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+25
421
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78
+28
422
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+141
423
$6K ﹤0.01%
+57
424
$6K ﹤0.01%
+100
425
$6K ﹤0.01%
+50