CHC
City Holding Co Portfolio holdings
AUM
$764M
This Quarter Return
+2.86%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$267M
AUM Growth
+$267M
(+3.8%)
Cap. Flow
+$4.23M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
26.5%
Holding
588
New
29
Increased
111
Reduced
59
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$545K |
| 2 |
Marathon Petroleum
MPC
|
$486K |
| 3 |
Exxon Mobil
XOM
|
$392K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$265K |
| 5 |
Medtronic
MDT
|
$263K |
Top Sells
| 1 |
City Holding Co
CHCO
|
$2.42M |
| 2 |
CSX Corp
CSX
|
$1.24M |
| 3 |
Truist Financial
TFC
|
$86.1K |
| 4 |
MRO
Marathon Oil Corporation
MRO
|
$76.9K |
| 5 |
NextEra Energy, Inc.
NEE
|
$73.8K |
Sector Composition
| 1 | Financials | 17.62% |
| 2 | Consumer Staples | 12.75% |
| 3 | Industrials | 11.51% |
| 4 | Healthcare | 11.5% |
| 5 | Technology | 11.3% |
