HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.82%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$927M
AUM Growth
+$927M
(-0.15%)
Cap. Flow
+$7.22M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
125
New
10
Increased
26
Reduced
8
Closed
9
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$11.3M |
| 2 |
Wells Fargo
WFC
|
$9.79M |
| 3 |
Exxon Mobil
XOM
|
$3.61M |
| 4 |
3M
MMM
|
$2.16M |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$2.09M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$9.49M |
| 2 |
Wabtec
WAB
|
$5.74M |
| 3 |
Procter & Gamble
PG
|
$5.24M |
| 4 |
General Mills
GIS
|
$3.62M |
| 5 |
CELG
Celgene Corp
CELG
|
$3.33M |
Sector Composition
| 1 | Financials | 39.92% |
| 2 | Healthcare | 20.04% |
| 3 | Industrials | 8.62% |
| 4 | Materials | 5.03% |
| 5 | Technology | 5.01% |
