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
426
$7K ﹤0.01%
1,000
427
$7K ﹤0.01%
214
428
$6K ﹤0.01%
189
-40
429
$6K ﹤0.01%
335
430
$6K ﹤0.01%
1,200
431
$6K ﹤0.01%
36
432
$6K ﹤0.01%
150
433
$6K ﹤0.01%
1,115
434
$6K ﹤0.01%
+100
435
$6K ﹤0.01%
98
436
$6K ﹤0.01%
100
437
$6K ﹤0.01%
75
438
$5K ﹤0.01%
100
439
$5K ﹤0.01%
32
440
$5K ﹤0.01%
106
441
$5K ﹤0.01%
175
-175
442
$5K ﹤0.01%
65
443
$4K ﹤0.01%
200
444
$4K ﹤0.01%
44
445
$4K ﹤0.01%
210
446
$4K ﹤0.01%
531
447
$4K ﹤0.01%
35
448
$4K ﹤0.01%
75
449
$4K ﹤0.01%
+138
450
$4K ﹤0.01%
32
16 17
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