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
$478M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.84M
3
+$1.19M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.15M

Top Sells

1
+$2.43M
2
+$1.66M
3
+$1.57M
4
WFC icon
Wells Fargo
WFC
+$1.55M
5
BK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.76M 0.58%
19,956
+4,332
52
$2.73M 0.57%
36,783
+61
53
$2.73M 0.57%
7,291
+24
54
$2.71M 0.57%
20,843
-3,485
55
$2.7M 0.57%
37,773
-1,550
56
$2.69M 0.56%
25,125
+1,580
57
$2.58M 0.54%
11,765
-1,395
58
$2.47M 0.52%
13,044
-229
59
$2.46M 0.51%
53,465
+3,700
60
$2.45M 0.51%
35,900
-3,787
61
$2.44M 0.51%
54,976
-3,524
62
$2.44M 0.51%
13,837
+937
63
$2.43M 0.51%
10,496
+1,460
64
$2.41M 0.5%
26,278
-7,305
65
$2.39M 0.5%
6,301
-487
66
$2.33M 0.49%
11,440
-1,483
67
$2.31M 0.48%
39,283
-11,738
68
$2.31M 0.48%
9,713
-519
69
$2.3M 0.48%
17,487
-615
70
$2.28M 0.48%
39,084
-3,030
71
$2.27M 0.47%
58,940
+14,925
72
$2.21M 0.46%
29,429
-4,950
73
$2.2M 0.46%
23,190
-9,800
74
$2.19M 0.46%
10,849
-580
75
$2.17M 0.46%
73,771
-634
1 2
3
4 5