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
$599M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$3.11M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$940K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$879K

Top Sells

1
+$1.73M
2
+$858K
3
+$811K
4
MSFT icon
Microsoft
MSFT
+$801K
5
AMGN icon
Amgen
AMGN
+$660K

Sector Composition

1 Technology 15.15%
2 Financials 11.87%
3 Industrials 9.61%
4 Healthcare 8.92%
5 Consumer Staples 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.59%
67,000
-2,550
52
$3.55M 0.59%
17,371
+52
53
$3.46M 0.58%
17,317
+923
54
$3.41M 0.57%
52,603
-2,695
55
$3.37M 0.56%
7,084
+1,103
56
$3.36M 0.56%
14,833
-2,912
57
$3.16M 0.53%
20,488
-245
58
$3.14M 0.52%
16,534
+1,986
59
$3.07M 0.51%
28,471
-29
60
$3.04M 0.51%
17,873
-1,540
61
$2.87M 0.48%
16,150
-1,980
62
$2.86M 0.48%
11,337
-189
63
$2.85M 0.48%
57,736
+3,314
64
$2.82M 0.47%
32,383
-2,270
65
$2.82M 0.47%
17,742
-105
66
$2.81M 0.47%
12,105
+760
67
$2.78M 0.46%
6,368
-371
68
$2.77M 0.46%
+93,300
69
$2.76M 0.46%
22,396
+5,165
70
$2.75M 0.46%
12,732
-677
71
$2.64M 0.44%
25,697
-2,932
72
$2.55M 0.43%
21,926
+230
73
$2.48M 0.41%
9,744
+71
74
$2.48M 0.41%
24,685
-318
75
$2.44M 0.41%
51,187
-16,999
1 2
3
4 5