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

Top Buys

1 +$30.9M
2 +$12.3M
3 +$6.69M
4
AXP icon
American Express
AXP
+$4.92M
5
WFC icon
Wells Fargo
WFC
+$4.62M

Top Sells

1 +$10.2M
2 +$2.67M
3 +$1,000K
4
TSCO icon
Tractor Supply
TSCO
+$302K
5
PAYX icon
Paychex
PAYX
+$275K

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