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
$224M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$3.25M
3 +$532K
4
SHPG
Shire pic
SHPG
+$527K
5
IBM icon
IBM
IBM
+$521K

Top Sells

1 +$802K
2 +$191K
3 +$101K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$95.6K
5
MSEX icon
Middlesex Water
MSEX
+$88K

Sector Composition

1 Financials 16.28%
2 Consumer Staples 14.46%
3 Healthcare 11.87%
4 Industrials 10.96%
5 Technology 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$5K ﹤0.01%
50
452
$5K ﹤0.01%
102
453
$5K ﹤0.01%
+100
454
$5K ﹤0.01%
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456
$4K ﹤0.01%
67
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$4K ﹤0.01%
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$4K ﹤0.01%
150
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+38
468
$4K ﹤0.01%
110
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$4K ﹤0.01%
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$4K ﹤0.01%
55
471
$4K ﹤0.01%
400
472
$4K ﹤0.01%
+25
473
$4K ﹤0.01%
185
474
$4K ﹤0.01%
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475
$4K ﹤0.01%
+68