CHC
City Holding Co Portfolio holdings
AUM $764M
1-Year Return
16.2%
This Quarter Return
+18.04%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$403M
AUM Growth
+$71.5M
(+22%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
24.95%
Holding
508
New
8
Increased
104
Reduced
68
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
+$1.02M |
| 2 |
Otis Worldwide
OTIS
|
+$839K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$822K |
| 4 |
Visa
V
|
+$758K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$730K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$752K |
| 2 |
Ingersoll Rand
IR
|
+$359K |
| 3 |
City Holding Co
CHCO
|
+$343K |
| 4 |
NVIDIA
NVDA
|
+$247K |
| 5 |
RTN
Raytheon Company
RTN
|
+$223K |
Sector Composition
| 1 | Technology | 16.44% |
| 2 | Financials | 12.81% |
| 3 | Consumer Staples | 11.74% |
| 4 | Healthcare | 11.18% |
| 5 | Industrials | 9.57% |
