HP

Hikari Power Portfolio holdings

AUM $1.24B
1-Year Est. Return 8.96%
This Quarter Est. Return
1 Year Est. Return
+8.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$4.76M
3
+$3.15M
4
MDT icon
Medtronic
MDT
+$2.53M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.34M

Top Sells

1
+$16.8M
2
+$11.9M
3
+$11.2M
4
GE icon
GE Aerospace
GE
+$10.3M
5
WFC icon
Wells Fargo
WFC
+$4.66M

Sector Composition

1 Financials 38.49%
2 Healthcare 20.48%
3 Industrials 9.59%
4 Consumer Staples 5.51%
5 Materials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.04%
2,100
77
$415K 0.04%
50,000
78
$365K 0.04%
3,610
79
$318K 0.03%
10,593
-10
80
$312K 0.03%
35,200
81
$309K 0.03%
7,850
82
$294K 0.03%
+1,000
83
$267K 0.03%
44,520
84
$254K 0.03%
300,900
+100,000
85
$226K 0.02%
+2,570
86
$226K 0.02%
15,334
+1,950
87
$222K 0.02%
7,590
-2,170
88
$222K 0.02%
+2,300
89
$221K 0.02%
+2,590
90
$220K 0.02%
+6,960
91
$218K 0.02%
+6,300
92
$210K 0.02%
+393
93
$209K 0.02%
+14,340
94
$208K 0.02%
+4,630
95
$205K 0.02%
+3,650
96
$205K 0.02%
+8,470
97
$204K 0.02%
+9,790
98
$202K 0.02%
+10,600
99
$195K 0.02%
2,500
100
$187K 0.02%
+16,790
2 3
4
5 6