HFS

Haverford Financial Services Portfolio holdings

AUM $338M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$2.14M
3 +$1.71M
4
UNH icon
UnitedHealth
UNH
+$1.47M
5
QCOM icon
Qualcomm
QCOM
+$952K

Top Sells

1 +$6.14M
2 +$4.13M
3 +$713K
4
UNP icon
Union Pacific
UNP
+$633K
5
NYX
NYSE EURONEXT INC
NYX
+$564K

Sector Composition

1 Healthcare 22.06%
2 Technology 18.24%
3 Financials 13.67%
4 Industrials 11.62%
5 Energy 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,186
52
-16,720
53
-177,772
54
-16,035
55
-13,631