HP
Hikari Power Portfolio holdings
AUM
$1.2B
This Quarter Return
-20.69%
1 Year Return
+14.18%
3 Year Return
+56.59%
5 Year Return
+122.08%
10 Year Return
+191.59%
AUM
$708M
AUM Growth
+$708M
(-27%)
Cap. Flow
-$50.8M
Cap. Flow
% of AUM
-7.17%
Top 10 Holdings %
Top 10 Hldgs %
68.41%
Holding
119
New
8
Increased
22
Reduced
15
Closed
35
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.26M |
| 2 |
3M
MMM
|
$5.11M |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$4.36M |
| 4 |
Bank of New York Mellon
BK
|
$4.22M |
| 5 |
Phillips 66
PSX
|
$4.08M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$32.7M |
| 2 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
$8.05M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$7.89M |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
$6.55M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.75M |
Sector Composition
| 1 | Financials | 44.44% |
| 2 | Healthcare | 18.64% |
| 3 | Industrials | 7.65% |
| 4 | Materials | 5.47% |
| 5 | Energy | 4.45% |
