HP

Hikari Power Portfolio holdings

AUM $1.24B
1-Year Est. Return 8.96%
This Fund
S&P 500
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
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133
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135
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143
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