HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+7.3%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$1.07B
AUM Growth
+$1.07B
(+7.4%)
Cap. Flow
+$8.63M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
69.02%
Holding
69
New
1
Increased
17
Reduced
4
Closed
3
Top Buys
| 1 |
Altria Group
MO
|
$2.07M |
| 2 |
Vanguard Health Care ETF
VHT
|
$743K |
| 3 |
Bristol-Myers Squibb
BMY
|
$675K |
| 4 |
Jack Henry & Associates
JKHY
|
$630K |
| 5 |
AbbVie
ABBV
|
$535K |
Top Sells
| 1 |
AB InBev
BUD
|
$6.14M |
| 2 |
Wells Fargo
WFC
|
$3.61M |
| 3 |
Bank of New York Mellon
BK
|
$860K |
| 4 |
Kraft Heinz
KHC
|
$420K |
| 5 |
Bank of America
BAC
|
$89K |
Sector Composition
| 1 | Financials | 45.24% |
| 2 | Healthcare | 19.86% |
| 3 | Materials | 6.83% |
| 4 | Industrials | 6.41% |
| 5 | Technology | 4.58% |
