HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+12.18%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$895M
AUM Growth
+$895M
(+14%)
Cap. Flow
+$21M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
70.52%
Holding
70
New
10
Increased
11
Reduced
3
Closed
–
Top Buys
| 1 |
US Bancorp
USB
|
$6.37M |
| 2 |
Bank of New York Mellon
BK
|
$3.85M |
| 3 |
Altria Group
MO
|
$2M |
| 4 |
Bank of America
BAC
|
$1.42M |
| 5 |
Ametek
AME
|
$1.18M |
Top Sells
| 1 |
CHL
China Mobile Limited
CHL
|
$966K |
| 2 |
Fortive
FTV
|
$887K |
| 3 |
GE Aerospace
GE
|
$276K |
| 4 |
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% |
