HI
Hendershot Investments Portfolio holdings
AUM
$748M
1-Year Return
17.09%
This Quarter Return
+1.18%
1 Year Return
+17.09%
3 Year Return
+62.84%
5 Year Return
+118.14%
10 Year Return
+243.07%
AUM
$735M
AUM Growth
+$993K
(+0.14%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
49.33%
Holding
133
New
2
Increased
51
Reduced
40
Closed
4
Top Buys
| 1 |
General Dynamics
GD
|
+$6.73M |
| 2 |
Adobe
ADBE
|
+$6.38M |
| 3 |
NVIDIA
NVDA
|
+$5.01M |
| 4 |
Texas Roadhouse
TXRH
|
+$2.63M |
| 5 |
UnitedHealth
UNH
|
+$1.16M |
Top Sells
| 1 |
Starbucks
SBUX
|
+$11.1M |
| 2 |
Apple
AAPL
|
+$5.34M |
| 3 |
Nike
NKE
|
+$4.63M |
| 4 |
Canadian National Railway
CNI
|
+$1.9M |
| 5 |
Gentex
GNTX
|
+$1.41M |
Sector Composition
| 1 | Financials | 25.83% |
| 2 | Technology | 20.66% |
| 3 | Consumer Discretionary | 19.9% |
| 4 | Healthcare | 11.11% |
| 5 | Industrials | 8.37% |
