HW
Hedeker Wealth Portfolio holdings
AUM
$429M
This Quarter Return
+1.94%
1 Year Return
+40.86%
3 Year Return
+101.32%
5 Year Return
+143.13%
10 Year Return
+320.21%
AUM
$114M
AUM Growth
+$114M
(+7.3%)
Cap. Flow
-$16.3M
Cap. Flow
% of AUM
-14.26%
Top 10 Holdings %
Top 10 Hldgs %
23.68%
Holding
131
New
49
Increased
14
Reduced
24
Closed
41
Top Buys
| 1 |
CMS Energy
CMS
|
$2.76M |
| 2 |
Exxon Mobil
XOM
|
$2.02M |
| 3 |
3M
MMM
|
$2M |
| 4 |
PepsiCo
PEP
|
$1.97M |
| 5 |
Verizon
VZ
|
$1.97M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.11M |
| 2 |
Jacobs Solutions
J
|
$4.76M |
| 3 |
Quanta Services
PWR
|
$4.35M |
| 4 |
American Express
AXP
|
$2.69M |
| 5 |
Boeing
BA
|
$2.67M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Healthcare | 15.26% |
| 3 | Technology | 10.36% |
| 4 | Industrials | 10.03% |
| 5 | Communication Services | 9.77% |
