HI

Hendershot Investments Portfolio holdings

AUM $784M
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$4.15M
3
+$2.3M
4
WBA
Walgreens Boots Alliance
WBA
+$2.26M
5
MMS icon
Maximus
MMS
+$1.37M

Top Sells

1
+$8.22M
2
+$6.83M
3
+$4.13M
4
ACN icon
Accenture
ACN
+$1.61M
5
AAPL icon
Apple
AAPL
+$339K

Sector Composition

1 Technology 20.73%
2 Industrials 20.06%
3 Financials 18.28%
4 Consumer Discretionary 18.12%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$124K 0.04%
7,679
77
$69K 0.02%
500
78
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-1,037
79
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-1,650
80
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-52,093
81
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-6,111
82
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-1,663
83
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-42,708
84
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-940
85
– –
-1,825
1 2 3
4