HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
-5.74%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$601M
AUM Growth
-$70.3M
(-10%)
Cap. Flow
-$27.4M
Cap. Flow
% of AUM
-4.56%
Top 10 Holdings %
Top 10 Hldgs %
69.2%
Holding
71
New
7
Increased
9
Reduced
29
Closed
5
Top Buys
| 1 |
AB InBev
BUD
|
$18.2M |
| 2 |
Phillips 66
PSX
|
$6.43M |
| 3 |
Zoetis
ZTS
|
$5.55M |
| 4 |
Kraft Heinz
KHC
|
$4.96M |
| 5 |
IBM
IBM
|
$2.94M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$16.9M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$11.6M |
| 3 |
Deere & Co
DE
|
$6.68M |
| 4 |
Becton Dickinson
BDX
|
$6.22M |
| 5 |
Medtronic
MDT
|
$6.06M |
Sector Composition
| 1 | Financials | 37.22% |
| 2 | Healthcare | 19.37% |
| 3 | Consumer Staples | 11.81% |
| 4 | Technology | 11.54% |
| 5 | Industrials | 7.57% |
