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
$928M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$4.76M
3
+$3.15M
4
MDT icon
Medtronic
MDT
+$2.53M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.34M

Top Sells

1
+$16.8M
2
+$11.9M
3
+$11.2M
4
GE icon
GE Aerospace
GE
+$10.3M
5
WFC icon
Wells Fargo
WFC
+$4.66M

Sector Composition

1 Financials 38.49%
2 Healthcare 20.48%
3 Industrials 9.59%
4 Consumer Staples 5.51%
5 Materials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.78M 1.05%
55,950
27
$9.23M 0.99%
+114,600
28
$7.51M 0.81%
114,250
+35,590
29
$7.47M 0.8%
76,700
+26,000
30
$7.41M 0.8%
263,040
+16,240
31
$6.58M 0.71%
125,570
+8,870
32
$6.2M 0.67%
33,650
-480
33
$6.04M 0.65%
24,569
+1,199
34
$6.04M 0.65%
40,600
35
$5.69M 0.61%
84,220
-430
36
$5.69M 0.61%
103,900
37
$4.28M 0.46%
100,610
+5,680
38
$4.22M 0.45%
78,000
39
$4.15M 0.45%
26,316
-2,381
40
$3.79M 0.41%
72,200
-213,200
41
$3.55M 0.38%
32,510
+4,070
42
$3.31M 0.36%
14,130
-130
43
$3.29M 0.35%
35,580
+210
44
$3.13M 0.34%
23,755
-127,193
45
$2.84M 0.31%
59,400
46
$2.83M 0.3%
70,005
-1,500
47
$2.76M 0.3%
29,190
+4,760
48
$2.65M 0.28%
10,000
49
$2.39M 0.26%
42,420
-32,460
50
$2.34M 0.25%
46,000
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