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
$349M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$961K
2 +$562K
3 +$459K
4
MCHP icon
Microchip Technology
MCHP
+$393K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$318K

Top Sells

1 +$469K
2 +$440K
3 +$263K
4
D icon
Dominion Energy
D
+$240K
5
DG icon
Dollar General
DG
+$208K

Sector Composition

1 Financials 17.3%
2 Technology 13.12%
3 Healthcare 12.09%
4 Consumer Staples 11.56%
5 Industrials 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
182
402
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400
403
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91
404
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17
406
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114
407
$7K ﹤0.01%
47
408
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63
409
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173
410
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187
411
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568
412
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50
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700
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416
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60
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+50
422
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106
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$6K ﹤0.01%
167
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55
425
$6K ﹤0.01%
32