HI

Hendershot Investments Portfolio holdings

AUM $748M
1-Year Est. Return 17.09%
This Quarter Est. Return
1 Year Est. Return
+17.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$6.56M
3 +$5.95M
4
UPS icon
United Parcel Service
UPS
+$5.47M
5
AAPL icon
Apple
AAPL
+$5.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 26.72%
2 Technology 21.07%
3 Industrials 16.91%
4 Consumer Staples 11.16%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$356K 0.27%
+1,950
52
$340K 0.26%
+4,351
53
$337K 0.26%
+2
54
$305K 0.23%
+3,275
55
$248K 0.19%
+5,090
56
$213K 0.16%
+11,064
57
$203K 0.15%
+9,381