HIMS
Hager Investment Management Services Portfolio holdings
AUM
$168M
This Quarter Return
+10.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.16%
Holding
287
New
286
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10M |
| 2 |
Broadcom
AVGO
|
$9.87M |
| 3 |
NVIDIA
NVDA
|
$8.63M |
| 4 |
Microsoft
MSFT
|
$7.74M |
| 5 |
Marvell Technology
MRVL
|
$6.26M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.22% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 10.68% |
| 4 | Consumer Discretionary | 9.33% |
| 5 | Communication Services | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
United Parcel Service
UPS
$71.6B
| $22.1K | 0.01% |
+175
| New | +$22.1K |
|
177
Archer Daniels Midland
ADM
$29.8B
| $21.5K | 0.01% |
+425
| New | +$21.5K |
|
178
Clean Harbors
CLH
$13.1B
| $21.2K | 0.01% |
+92
| New | +$21.2K |
|
179
Insulet
PODD
$24.4B
| $20.9K | 0.01% |
+80
| New | +$20.9K |
|
180
Diageo
DEO
$61.1B
| $20.3K | 0.01% |
+160
| New | +$20.3K |
|
181
United States Oil Fund
USO
$959M
| $20.3K | 0.01% |
+269
| New | +$20.3K |
|
182
iShares Core MSCI Europe ETF
IEUR
$6.82B
| $19.8K | 0.01% |
+367
| New | +$19.8K |
|
183
Vodafone
VOD
$28.3B
| $19.8K | 0.01% |
+2,328
| New | +$19.8K |
|
184
Ameriprise Financial
AMP
$48.3B
| $18.6K | 0.01% |
+35
| New | +$18.6K |
|
185
Salesforce
CRM
$233B
| $17.1K | 0.01% |
+51
| New | +$17.1K |
|
186
Hershey
HSY
$37.6B
| $16.9K | 0.01% |
+100
| New | +$16.9K |
|
187
Global X Autonomous & Electric Vehicles ETF
DRIV
$333M
| $16.6K | 0.01% |
+725
| New | +$16.6K |
|
188
Technology Select Sector SPDR Fund
XLK
$84B
| $16.5K | 0.01% |
+71
| New | +$16.5K |
|
189
Bristol-Myers Squibb
BMY
$95B
| $16.1K | 0.01% |
+285
| New | +$16.1K |
|
190
Agnico Eagle Mines
AEM
$74.5B
| $15.6K | 0.01% |
+200
| New | +$15.6K |
|
191
International Paper
IP
$25.5B
| $15.6K | 0.01% |
+290
| New | +$15.6K |
|
192
Danaher
DHR
$143B
| $15.4K | 0.01% |
+67
| New | +$15.4K |
|
193
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.8B
| $14.5K | 0.01% |
+165
| New | +$14.5K |
|
194
SAP
SAP
$317B
| $13K | 0.01% |
+53
| New | +$13K |
|
195
Blue Owl Capital
OWL
$11.8B
| $12.8K | 0.01% |
+550
| New | +$12.8K |
|
196
Exelon
EXC
$43.8B
| $12.6K | 0.01% |
+335
| New | +$12.6K |
|
197
Icon
ICLR
$13.7B
| $12.6K | 0.01% |
+60
| New | +$12.6K |
|
198
Entegris
ENTG
$12.1B
| $11.5K | 0.01% |
+116
| New | +$11.5K |
|
199
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $11.5K | 0.01% |
+238
| New | +$11.5K |
|
200
Halliburton
HAL
$19.2B
| $11.4K | 0.01% |
+420
| New | +$11.4K |
|