HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
+7.33%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$964M
AUM Growth
+$964M
(+4%)
Cap. Flow
-$30.7M
Cap. Flow
% of AUM
-3.19%
Top 10 Holdings %
Top 10 Hldgs %
63.3%
Holding
123
New
7
Increased
13
Reduced
13
Closed
12
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.4M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.89M |
| 3 |
Altria Group
MO
|
$1.1M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$991K |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$687K |
Top Sells
| 1 |
GE Aerospace
GE
|
$8.19M |
| 2 |
Novo Nordisk
NVO
|
$5.55M |
| 3 |
Procter & Gamble
PG
|
$4.11M |
| 4 |
Gilead Sciences
GILD
|
$4.07M |
| 5 |
Biogen
BIIB
|
$3.94M |
Sector Composition
| 1 | Financials | 41.99% |
| 2 | Healthcare | 19.01% |
| 3 | Industrials | 7.19% |
| 4 | Materials | 5% |
| 5 | Technology | 4.92% |
