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
$219M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$6.41M
3 +$1.03M
4
TJX icon
TJX Companies
TJX
+$521K
5
KO icon
Coca-Cola
KO
+$390K

Top Sells

1 +$6.9M
2 +$4M
3 +$1.72M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$346K
5
QCOM icon
Qualcomm
QCOM
+$324K

Sector Composition

1 Healthcare 19.49%
2 Technology 18.57%
3 Financials 14.76%
4 Industrials 13.63%
5 Energy 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,813
52
-4,859