CHC
City Holding Co Portfolio holdings
AUM $764M
1-Year Return
16.2%
This Quarter Return
+13.04%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$478M
AUM Growth
+$38.9M
(+8.9%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
26.36%
Holding
551
New
34
Increased
66
Reduced
165
Closed
41
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.94M |
| 2 |
City Holding Co
CHCO
|
+$1.84M |
| 3 |
Mastercard
MA
|
+$1.19M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.17M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.15M |
Top Sells
| 1 |
IBM
IBM
|
+$2.43M |
| 2 |
AT&T
T
|
+$1.66M |
| 3 |
Emerson Electric
EMR
|
+$1.57M |
| 4 |
Wells Fargo
WFC
|
+$1.55M |
| 5 |
Bank of New York Mellon
BK
|
+$1.37M |
Sector Composition
| 1 | Technology | 15.89% |
| 2 | Financials | 12.82% |
| 3 | Consumer Staples | 11.19% |
| 4 | Industrials | 10.45% |
| 5 | Healthcare | 9.95% |
