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
$196M
AUM Growth
+$452K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1 +$524K
2 +$307K
3 +$218K
4
WMT icon
Walmart
WMT
+$210K
5
JNJ icon
Johnson & Johnson
JNJ
+$210K

Top Sells

1 +$451K
2 +$252K
3 +$141K
4
BDX icon
Becton Dickinson
BDX
+$117K
5
SHEN icon
Shenandoah Telecom
SHEN
+$115K

Sector Composition

1 Financials 16.52%
2 Consumer Staples 12.72%
3 Healthcare 12.49%
4 Industrials 11.5%
5 Technology 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.44M 0.73%
18,488
-351
52
$1.4M 0.71%
20,993
+1,325
53
$1.39M 0.71%
21,181
-700
54
$1.37M 0.7%
26,366
+1,420
55
$1.35M 0.69%
56,828
-1,150
56
$1.34M 0.68%
28,048
-275
57
$1.31M 0.67%
11,834
-25
58
$1.31M 0.67%
19,297
+250
59
$1.27M 0.65%
35,302
+2,500
60
$1.26M 0.64%
10,124
+494
61
$1.26M 0.64%
15,470
+650
62
$1.26M 0.64%
14,038
+175
63
$1.21M 0.62%
14,037
64
$1.19M 0.6%
14,751
-75
65
$1.18M 0.6%
16,760
+1,380
66
$1.18M 0.6%
18,765
+1,240
67
$1.16M 0.59%
13,237
+1,250
68
$1.15M 0.58%
46,712
69
$1.1M 0.56%
21,378
70
$1.04M 0.53%
33,428
+4,900
71
$1.03M 0.53%
26,340
+150
72
$1.01M 0.52%
16,450
-250
73
$1.01M 0.52%
24,163
-275
74
$1.01M 0.51%
17,457
+925
75
$1.01M 0.51%
29,989
+90