HC

Hendley & Co Portfolio holdings

AUM $286M
1-Year Est. Return 14.87%
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$746K
3 +$529K
4
ADM icon
Archer Daniels Midland
ADM
+$283K
5
SHW icon
Sherwin-Williams
SHW
+$266K

Top Sells

1 +$1.55M
2 +$850K
3 +$142K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$83.9K
5
PEP icon
PepsiCo
PEP
+$57.2K

Sector Composition

1 Technology 20.53%
2 Financials 16.75%
3 Healthcare 14.46%
4 Energy 12.76%
5 Consumer Staples 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-63,381
52
-5,131