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
$267M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$486K
3
+$392K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$265K
5
MDT icon
Medtronic
MDT
+$263K

Top Sells

1
+$2.42M
2
+$1.24M
3
+$86.1K
4
MRO
Marathon Oil Corporation
MRO
+$76.9K
5
NEE icon
NextEra Energy
NEE
+$73.8K

Sector Composition

1 Financials 17.62%
2 Consumer Staples 12.75%
3 Healthcare 11.5%
4 Technology 11.3%
5 Industrials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
1,180
402
$10K ﹤0.01%
459
+309
403
$10K ﹤0.01%
+1,171
404
$10K ﹤0.01%
883
405
$10K ﹤0.01%
150
406
$9K ﹤0.01%
86
407
$9K ﹤0.01%
56
408
$9K ﹤0.01%
1,930
409
$9K ﹤0.01%
142
410
$9K ﹤0.01%
100
411
$8K ﹤0.01%
199
412
$8K ﹤0.01%
164
413
$8K ﹤0.01%
200
414
$8K ﹤0.01%
42
415
$8K ﹤0.01%
150
416
$8K ﹤0.01%
725
417
$8K ﹤0.01%
141
418
$8K ﹤0.01%
450
419
$8K ﹤0.01%
+294
420
$8K ﹤0.01%
34
421
$7K ﹤0.01%
150
422
$7K ﹤0.01%
450
-232
423
$7K ﹤0.01%
119
424
$7K ﹤0.01%
+137
425
$7K ﹤0.01%
803
15 16
17
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