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
$529M
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$30.1M
2 +$11.8M
3 +$7.05M
4
AXP icon
American Express
AXP
+$4.93M
5
BKNG icon
Booking.com
BKNG
+$4.73M

Top Sells

1 +$9.56M
2 +$2.67M
3 +$1.05M
4
TSCO icon
Tractor Supply
TSCO
+$316K
5
PAYX icon
Paychex
PAYX
+$276K

Sector Composition

1 Financials 24.28%
2 Technology 22.86%
3 Consumer Discretionary 13.47%
4 Industrials 13.42%
5 Healthcare 11.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$51K 0.01%
500
102
-7,721