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
$248M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$2.82M
3 +$2.71M
4
ACGL icon
Arch Capital
ACGL
+$1.18M
5
BDX icon
Becton Dickinson
BDX
+$699K

Top Sells

1 +$76.2K
2 +$57.1K
3 +$56.2K
4
MDT icon
Medtronic
MDT
+$29.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.7K

Sector Composition

1 Technology 19.42%
2 Financials 16.74%
3 Healthcare 14.61%
4 Energy 14.01%
5 Consumer Staples 13.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.09%
2,938
-375
52
$226K 0.09%
600