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
$696M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$2.59M
3 +$1.02M
4
GNTX icon
Gentex
GNTX
+$994K
5
BKNG icon
Booking.com
BKNG
+$955K

Top Sells

1 +$4.99M
2 +$3.61M
3 +$554K
4
CSCO icon
Cisco
CSCO
+$402K
5
PFE icon
Pfizer
PFE
+$394K

Sector Composition

1 Financials 22.67%
2 Consumer Discretionary 21.63%
3 Technology 21.58%
4 Healthcare 10.05%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$144K 0.02%
2,054
127
$142K 0.02%
3,419
-539
128
$141K 0.02%
30
129
$131K 0.02%
3,320
130
$127K 0.02%
640
131
$21.4K ﹤0.01%
890
132
-6,000
133
-5,244
134
-1,116
135
-1,350
136
-3,620
137
-3,266