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
$282M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$815K
2 +$465K
3 +$317K
4
SWK icon
Stanley Black & Decker
SWK
+$293K
5
V icon
Visa
V
+$248K

Top Sells

1 +$2.52M
2 +$1.86M
3 +$1.04M
4
DIS icon
Walt Disney
DIS
+$943K
5
KMB icon
Kimberly-Clark
KMB
+$345K

Sector Composition

1 Healthcare 20.18%
2 Financials 18.91%
3 Technology 17.1%
4 Industrials 9.64%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.08%
+2,947
77
$205K 0.07%
+3,830
78
-6,300
79
-6,101
80
-3,271
81
-4,800