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
401
$9K ﹤0.01%
1,000
402
$8K ﹤0.01%
164
403
$8K ﹤0.01%
80
404
$8K ﹤0.01%
1
405
$8K ﹤0.01%
333
406
$8K ﹤0.01%
800
407
$8K ﹤0.01%
55
408
$8K ﹤0.01%
58
409
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130
410
$8K ﹤0.01%
50
411
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740
-200
412
$8K ﹤0.01%
25
413
$8K ﹤0.01%
680
414
$8K ﹤0.01%
+221
415
$8K ﹤0.01%
650
416
$7K ﹤0.01%
+1,100
417
$7K ﹤0.01%
130
418
$7K ﹤0.01%
51
419
$7K ﹤0.01%
74
420
$7K ﹤0.01%
57
421
$7K ﹤0.01%
425
422
$7K ﹤0.01%
700
423
$7K ﹤0.01%
7
424
$7K ﹤0.01%
600
425
$7K ﹤0.01%
+300