HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+3.57%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$692M
AUM Growth
+$691M
(+84,149%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
4.73%
Top 10 Holdings %
Top 10 Hldgs %
70.33%
Holding
49
New
3
Increased
12
Reduced
5
Closed
1
Top Buys
| 1 |
Exxon Mobil
XOM
|
$10.6M |
| 2 |
DaVita
DVA
|
$5.3M |
| 3 |
NOV
NOV
|
$3.46M |
| 4 |
Microsoft
MSFT
|
$2.94M |
| 5 |
Intuitive Surgical
ISRG
|
$2.52M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.49M |
| 2 |
DTV
DIRECTV COM STK (DE)
DTV
|
$1.23M |
| 3 |
Mastercard
MA
|
$529K |
| 4 |
Meta Platforms (Facebook)
META
|
$323K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$52.6K |
Sector Composition
| 1 | Financials | 34.53% |
| 2 | Healthcare | 22.49% |
| 3 | Technology | 10.5% |
| 4 | Communication Services | 7.77% |
| 5 | Consumer Staples | 7.71% |
