HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
-0.65%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$997M
AUM Growth
+$997M
(-1.6%)
Cap. Flow
-$4.08M
Cap. Flow
% of AUM
-0.41%
Top 10 Holdings %
Top 10 Hldgs %
68.44%
Holding
70
New
–
Increased
15
Reduced
2
Closed
2
Top Buys
| 1 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$1.58M |
| 2 |
Exxon Mobil
XOM
|
$1.51M |
| 3 |
Altria Group
MO
|
$855K |
| 4 |
AbbVie
ABBV
|
$631K |
| 5 |
Vanguard Health Care ETF
VHT
|
$524K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$11.2M |
| 2 |
NovoCure
NVCR
|
$377K |
| 3 |
Alibaba
BABA
|
$247K |
| 4 |
Bank of New York Mellon
BK
|
$85.5K |
Sector Composition
| 1 | Financials | 45.56% |
| 2 | Healthcare | 19.85% |
| 3 | Industrials | 6.7% |
| 4 | Materials | 6.24% |
| 5 | Energy | 4.54% |
