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
76
$2.16M 0.45%
9,678
-517
77
$2.15M 0.45%
13,393
+6,440
78
$2.12M 0.44%
21,849
-5,685
79
$2.09M 0.44%
9,815
-1,535
80
$1.96M 0.41%
24,444
-19,578
81
$1.96M 0.41%
40,968
-3,429
82
$1.96M 0.41%
9,446
-1,801
83
$1.91M 0.4%
7,831
+313
84
$1.89M 0.39%
21,745
-2,660
85
$1.87M 0.39%
20,306
+6,585
86
$1.85M 0.39%
10,187
-2,165
87
$1.68M 0.35%
20,953
-2,487
88
$1.67M 0.35%
26,590
-5,100
89
$1.63M 0.34%
25,231
-16,583
90
$1.63M 0.34%
22,543
-2,698
91
$1.62M 0.34%
14,234
-1,570
92
$1.56M 0.33%
22,340
-8,528
93
$1.52M 0.32%
7,375
+5,540
94
$1.5M 0.31%
32,658
-15,048
95
$1.49M 0.31%
12,460
-555
96
$1.46M 0.3%
17,160
-3,790
97
$1.45M 0.3%
47,940
-10,775
98
$1.43M 0.3%
47,403
+540
99
$1.42M 0.3%
38,544
-3,863
100
$1.38M 0.29%
24,775
-5,565
2 3
4
5 6