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
$658M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$9.2M
2 +$5.56M
3 +$4.78M
4
AAPL icon
Apple
AAPL
+$3.87M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.65M

Top Sells

1 +$7.3M
2 +$1.56M
3 +$1.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$770K
5
BND icon
Vanguard Total Bond Market
BND
+$450K

Sector Composition

1 Financials 24.84%
2 Technology 21.95%
3 Consumer Discretionary 12.92%
4 Industrials 11.99%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$33K 0.01%
310
-1,993
152
-155,270