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
$313M
AUM Growth
-$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$777K
2
+$405K
3
+$337K
4
AMZN icon
Amazon
AMZN
+$333K
5
AAPL icon
Apple
AAPL
+$312K

Top Sells

1
+$410K
2
+$171K
3
+$159K
4
BOBE
Bob Evans Farms, Inc.
BOBE
+$113K
5
TFC icon
Truist Financial
TFC
+$73K

Sector Composition

1 Financials 17.37%
2 Technology 12.64%
3 Consumer Staples 11.94%
4 Healthcare 11.43%
5 Industrials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.73%
44,326
+2,649
52
$2.26M 0.72%
28,212
+2,476
53
$2.12M 0.68%
29,320
+4,600
54
$2.11M 0.67%
35,172
-245
55
$2.04M 0.65%
45,611
-1,019
56
$1.99M 0.63%
30,374
-352
57
$1.98M 0.63%
71,987
+3,996
58
$1.93M 0.61%
31,875
+1,720
59
$1.9M 0.61%
21,960
-127
60
$1.89M 0.6%
31,829
-370
61
$1.89M 0.6%
38,622
+1,327
62
$1.88M 0.6%
12,354
+225
63
$1.85M 0.59%
25,777
+363
64
$1.78M 0.57%
27,491
+22
65
$1.77M 0.57%
23,490
-450
66
$1.73M 0.55%
20,254
+4
67
$1.72M 0.55%
42,064
-208
68
$1.72M 0.55%
8,113
+69
69
$1.71M 0.55%
16,455
-31
70
$1.7M 0.54%
18,167
-231
71
$1.7M 0.54%
13,927
-62
72
$1.67M 0.53%
24,768
+1,164
73
$1.66M 0.53%
21,475
+1,694
74
$1.6M 0.51%
11,781
-410
75
$1.59M 0.51%
9,090
-11
1 2
3
4 5