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
$676M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.29M
3
+$2.43M
4
DE icon
Deere & Co
DE
+$1.36M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.11M

Top Sells

1
+$22M
2
+$5.8M
3
+$4.38M
4
RTX icon
RTX Corp
RTX
+$3.37M
5
IBM icon
IBM
IBM
+$3M

Sector Composition

1 Financials 37.03%
2 Healthcare 23.56%
3 Technology 9.03%
4 Consumer Staples 7.92%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.24M 0.78%
87,000
27
$4.17M 0.62%
100,300
28
$3.48M 0.52%
52,437
-50,689
29
$2.76M 0.41%
48,900
30
$1.9M 0.28%
22,000
-23,000
31
$1.88M 0.28%
61,875
32
$1.84M 0.27%
24,000
33
$1.79M 0.27%
15,600
34
$1.51M 0.22%
60,000
-38,000
35
$1.48M 0.22%
17,700
-3,400
36
$1M 0.15%
29,200
37
$898K 0.13%
+13,480
38
$739K 0.11%
10,000
39
$621K 0.09%
20,600
40
$617K 0.09%
4,700
41
$602K 0.09%
4,800
42
$553K 0.08%
7,000
-10,200
43
$514K 0.08%
3,600
44
$482K 0.07%
14,400
45
$471K 0.07%
5,580
46
$445K 0.07%
6,300
47
$412K 0.06%
7,000
48
$175K 0.03%
2,000
49
$91K 0.01%
+700
50
– –
-36,000
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