HP

Hikari Power Portfolio holdings

AUM $1.27B
1-Year Est. Return 15.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$5.35M
3
+$2.9M
4
NVO icon
Novo Nordisk
NVO
+$2.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.12M

Top Sells

1
+$12.8M
2
+$7.06M
3
+$5.37M
4
UNP icon
Union Pacific
UNP
+$5.32M
5
ZTS icon
Zoetis
ZTS
+$4.09M

Sector Composition

1 Financials 30.34%
2 Healthcare 22.78%
3 Technology 13.12%
4 Industrials 9.98%
5 Energy 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.05%
6,000
77
$281K 0.03%
11,500
78
$192K 0.02%
7,900
79
$79K 0.01%
124
80
$34K ﹤0.01%
11,100
81
– –
-7,100
1 2 3
4