HI
Hendershot Investments Portfolio holdings
AUM
$748M
1-Year Return
17.09%
This Quarter Return
-4.4%
1 Year Return
+17.09%
3 Year Return
+62.84%
5 Year Return
+118.14%
10 Year Return
+243.07%
AUM
$531M
AUM Growth
-$35.5M
(-6.3%)
Cap. Flow
-$8.13M
Cap. Flow
% of AUM
-1.53%
Top 10 Holdings %
Top 10 Hldgs %
40.98%
Holding
144
New
2
Increased
34
Reduced
55
Closed
4
Top Buys
| 1 |
Western Alliance Bancorporation
WAL
|
+$9.41M |
| 2 |
Cognizant
CTSH
|
+$2.07M |
| 3 |
Gentex
GNTX
|
+$1.94M |
| 4 |
Booking.com
BKNG
|
+$1.17M |
| 5 |
Cisco
CSCO
|
+$1.11M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$12.1M |
| 2 |
Intel
INTC
|
+$9.3M |
| 3 |
3M
MMM
|
+$3.24M |
| 4 |
Genuine Parts
GPC
|
+$1.54M |
| 5 |
AbbVie
ABBV
|
+$1.18M |
Sector Composition
| 1 | Financials | 27.91% |
| 2 | Technology | 19.77% |
| 3 | Consumer Discretionary | 14.61% |
| 4 | Industrials | 12.63% |
| 5 | Healthcare | 8.99% |
