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
$895M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$3.85M
3
+$2M
4
BAC icon
Bank of America
BAC
+$1.42M
5
AME icon
Ametek
AME
+$1.18M

Top Sells

1
+$966K
2
+$887K
3
+$276K
4
KHC icon
Kraft Heinz
KHC
+$52K

Sector Composition

1 Financials 46.57%
2 Healthcare 18.39%
3 Industrials 7.55%
4 Materials 6.6%
5 Technology 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 0.67%
24,569
27
$5.42M 0.61%
74,023
+80
28
$4.77M 0.53%
22,899
29
$4.55M 0.51%
64,240
-12,527
30
$4.45M 0.5%
100,500
31
$3.57M 0.4%
10,000
32
$3.45M 0.39%
16,200
33
$2.95M 0.33%
58,810
34
$2.65M 0.3%
48,400
35
$2.22M 0.25%
13,700
36
$2.2M 0.25%
6,190
37
$1.99M 0.22%
44,500
38
$1.71M 0.19%
7,390
39
$1.49M 0.17%
13,923
+4,830
40
$1.42M 0.16%
+46,740
41
$1.25M 0.14%
36,700
42
$1.18M 0.13%
+9,770
43
$1.08M 0.12%
18,630
44
$1.03M 0.11%
29,650
-1,500
45
$887K 0.1%
23,650
46
$858K 0.1%
+25,696
47
$850K 0.1%
4,080
48
$613K 0.07%
+2,250
49
$545K 0.06%
2,000
50
$497K 0.06%
+10,580
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