HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+11.25%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$954M
AUM Growth
+$954M
(+7.4%)
Cap. Flow
-$21.6M
Cap. Flow
% of AUM
-2.27%
Top 10 Holdings %
Top 10 Hldgs %
55.57%
Holding
128
New
5
Increased
22
Reduced
13
Closed
5
Top Buys
| 1 |
Altria Group
MO
|
$5.56M |
| 2 |
AGN
Allergan plc
AGN
|
$2.32M |
| 3 |
Johnson & Johnson
JNJ
|
$2.14M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$2.11M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.82M |
Top Sells
| 1 |
Kraft Heinz
KHC
|
$8.89M |
| 2 |
RTX Corp
RTX
|
$7.35M |
| 3 |
Novo Nordisk
NVO
|
$4.75M |
| 4 |
Procter & Gamble
PG
|
$4.69M |
| 5 |
Cisco
CSCO
|
$2.92M |
Sector Composition
| 1 | Financials | 36.28% |
| 2 | Healthcare | 20.01% |
| 3 | Industrials | 12.08% |
| 4 | Technology | 6.87% |
| 5 | Consumer Staples | 6.38% |
