CHC
City Holding Co Portfolio holdings
AUM
$764M
1-Year Return
16.2%
This Quarter Return
+4.14%
1 Year Return
+16.2%
3 Year Return
+68.71%
5 Year Return
+116.45%
10 Year Return
+239.18%
AUM
$174M
AUM Growth
+$9.65M
(+5.9%)
Cap. Flow
+$8.65M
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
25.65%
Holding
432
New
32
Increased
101
Reduced
57
Closed
9
Top Buys
| 1 |
City Holding Co
CHCO
|
+$1.29M |
| 2 |
Mastercard
MA
|
+$323K |
| 3 |
Apple
AAPL
|
+$312K |
| 4 |
DD
Du Pont De Nemours E I
DD
|
+$303K |
| 5 |
Procter & Gamble
PG
|
+$290K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$383K |
| 2 |
Exelon
EXC
|
+$254K |
| 3 |
Annaly Capital Management
NLY
|
+$151K |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$66K |
| 5 |
Caterpillar
CAT
|
+$41.8K |
Sector Composition
| 1 | Financials | 15.44% |
| 2 | Consumer Staples | 12.47% |
| 3 | Technology | 11.07% |
| 4 | Energy | 11.06% |
| 5 | Industrials | 10.79% |
