HP

Hikari Power Portfolio holdings

AUM $1.24B
1-Year Est. Return 8.96%
This Quarter Est. Return
1 Year Est. Return
+8.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$151K
3 +$77.9K

Top Sells

1 +$597K
2 +$464K
3 +$146K
4
CI icon
Cigna
CI
+$86.5K

Sector Composition

1 Financials 58.21%
2 Healthcare 15.22%
3 Materials 7.77%
4 Energy 6.77%
5 Technology 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.09T
$591M 47.54%
783
LIN icon
2
Linde
LIN
$187B
$74.6M 6.01%
157,080
JNJ icon
3
Johnson & Johnson
JNJ
$487B
$62.9M 5.07%
339,440
V icon
4
Visa
V
$639B
$52.5M 4.22%
153,680
ROP icon
5
Roper Technologies
ROP
$48.2B
$37.1M 2.99%
74,390
DHR icon
6
Danaher
DHR
$160B
$36.8M 2.96%
185,370
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.89T
$34.1M 2.74%
140,000
XOM icon
8
Exxon Mobil
XOM
$491B
$33.7M 2.72%
299,290
PSX icon
9
Phillips 66
PSX
$56.2B
$25.9M 2.08%
190,330
MCO icon
10
Moody's
MCO
$88.6B
$25.3M 2.03%
53,040
SHEL icon
11
Shell
SHEL
$209B
$24.5M 1.97%
341,900
BK icon
12
Bank of New York Mellon
BK
$79.5B
$22.4M 1.81%
205,810
ISRG icon
13
Intuitive Surgical
ISRG
$204B
$19.3M 1.55%
43,070
MO icon
14
Altria Group
MO
$97.3B
$15.7M 1.27%
238,210
WAT icon
15
Waters Corp
WAT
$23.5B
$14.3M 1.15%
47,630
NTR icon
16
Nutrien
NTR
$29.2B
$12.7M 1.02%
216,310
ABBV icon
17
AbbVie
ABBV
$400B
$12.4M 1%
53,543
VOO icon
18
Vanguard S&P 500 ETF
VOO
$805B
$11.8M 0.95%
19,200
WFC icon
19
Wells Fargo
WFC
$282B
$10.4M 0.84%
124,000
PMMF
20
iShares Prime Money Market ETF
PMMF
$408M
$10.4M 0.83%
103,120
NDAQ icon
21
Nasdaq
NDAQ
$51.5B
$8.89M 0.72%
100,500
AMGN icon
22
Amgen
AMGN
$178B
$8.74M 0.7%
30,990
BHP icon
23
BHP
BHP
$149B
$8.22M 0.66%
147,400
MDT icon
24
Medtronic
MDT
$130B
$7.53M 0.61%
79,060
NVO icon
25
Novo Nordisk
NVO
$213B
$7.23M 0.58%
130,300