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
$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
601
$0 ﹤0.01%
11
602
-31
603
-300
604
$0 ﹤0.01%
73