HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+9.47%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$950M
AUM Growth
+$950M
(+6.1%)
Cap. Flow
-$24.2M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
69.59%
Holding
70
New
–
Increased
11
Reduced
7
Closed
3
Top Buys
| 1 |
US Bancorp
USB
|
$4.03M |
| 2 |
AbbVie
ABBV
|
$1.09M |
| 3 |
Altria Group
MO
|
$1.04M |
| 4 |
Bank of New York Mellon
BK
|
$1.02M |
| 5 |
Roper Technologies
ROP
|
$476K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$26.8M |
| 2 |
Boeing
BA
|
$2.29M |
| 3 |
Medtronic
MDT
|
$957K |
| 4 |
Intuitive Surgical
ISRG
|
$946K |
| 5 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
$851K |
Sector Composition
| 1 | Financials | 47.11% |
| 2 | Healthcare | 17.82% |
| 3 | Industrials | 7.59% |
| 4 | Materials | 6.71% |
| 5 | Energy | 4.28% |
