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
451
$4K ﹤0.01%
139
452
$4K ﹤0.01%
395
453
$4K ﹤0.01%
129
454
$4K ﹤0.01%
+35
455
$4K ﹤0.01%
60
456
$4K ﹤0.01%
78
457
$4K ﹤0.01%
600
458
$3K ﹤0.01%
40
459
$3K ﹤0.01%
54
460
$3K ﹤0.01%
58
461
$3K ﹤0.01%
100
462
$3K ﹤0.01%
487
463
$3K ﹤0.01%
157
464
$3K ﹤0.01%
43
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465
$3K ﹤0.01%
28
-26
466
$3K ﹤0.01%
58
467
$3K ﹤0.01%
167
468
$3K ﹤0.01%
44
469
$3K ﹤0.01%
41
470
$3K ﹤0.01%
81
471
$2K ﹤0.01%
+22
472
$2K ﹤0.01%
60
473
$2K ﹤0.01%
55
474
$2K ﹤0.01%
98
475
$2K ﹤0.01%
101
17 18
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