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
$305M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$5.32M
2 +$2.51M
3 +$1.76M
4
MMS icon
Maximus
MMS
+$1.38M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.19M

Top Sells

1 +$7.07M
2 +$2.4M
3 +$1.27M
4
PAYX icon
Paychex
PAYX
+$959K
5
MSFT icon
Microsoft
MSFT
+$212K

Sector Composition

1 Consumer Discretionary 22.1%
2 Industrials 18.48%
3 Technology 18.4%
4 Financials 18.09%
5 Healthcare 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$157K 0.05%
16,000
77
$155K 0.05%
944
78
$150K 0.05%
10,500
79
$150K 0.05%
616
80
$149K 0.05%
1,177
-1,050
81
$142K 0.05%
1,838
82
$133K 0.04%
1,008
-238
83
-35,938