CHC

City Holding Co Portfolio holdings

AUM $764M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.11M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$940K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$879K

Top Sells

1
+$1.73M
2
+$858K
3
+$811K
4
MSFT icon
Microsoft
MSFT
+$801K
5
AMGN icon
Amgen
AMGN
+$660K

Sector Composition

1 Technology 15.15%
2 Financials 11.87%
3 Industrials 9.61%
4 Healthcare 8.92%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.88M 0.98%
48,725
-1,928
27
$5.87M 0.98%
18,561
+247
28
$5.58M 0.93%
33,912
-2,103
29
$5.5M 0.92%
78,169
-7,229
30
$5.45M 0.91%
33,275
+2,476
31
$5.33M 0.89%
36,984
+926
32
$5.17M 0.86%
24,573
+695
33
$5.04M 0.84%
68,898
+2,561
34
$5.04M 0.84%
64,211
+576
35
$4.97M 0.83%
24,424
-1,105
36
$4.96M 0.83%
65,036
-3,470
37
$4.8M 0.8%
108,271
+19,830
38
$4.59M 0.77%
24,491
+64
39
$4.23M 0.71%
75,841
-8,177
40
$4.16M 0.69%
53,155
+2,012
41
$4.07M 0.68%
12,668
+142
42
$3.9M 0.65%
26,384
-2,918
43
$3.9M 0.65%
19,653
-172
44
$3.89M 0.65%
37,031
-3,147
45
$3.88M 0.65%
34,625
+5,773
46
$3.79M 0.63%
30,366
+3,560
47
$3.69M 0.62%
23,995
+388
48
$3.69M 0.62%
95,724
+12,528
49
$3.67M 0.61%
7,736
-199
50
$3.57M 0.6%
185,740
+35,890
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