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
$676M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$6.29M
3
+$2.43M
4
DE icon
Deere & Co
DE
+$1.36M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.11M

Top Sells

1
+$22M
2
+$5.8M
3
+$4.38M
4
RTX icon
RTX Corp
RTX
+$3.37M
5
IBM icon
IBM
IBM
+$3M

Sector Composition

1 Financials 37.03%
2 Healthcare 23.56%
3 Technology 9.03%
4 Consumer Staples 7.92%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$123M 18.16%
6,191
2
$110M 16.31%
2,124,000
3
$43.3M 6.41%
1,014,500
4
$35.2M 5.21%
481,100
5
$32.2M 4.76%
177,297
-16,527
6
$30.3M 4.49%
1,053,284
-764,493
7
$26.5M 3.92%
1,112,000
8
$24.5M 3.62%
321,600
+11,600
9
$21.4M 3.16%
200,500
-2,700
10
$19.6M 2.91%
208,700
-46,600
11
$18.6M 2.76%
227,200
+16,600
12
$17.8M 2.64%
316,100
-5,000
13
$16.6M 2.46%
149,548
14
$16M 2.37%
258,600
15
$15.5M 2.29%
137,400
+86,600
16
$13.7M 2.03%
267,660
+21,600
17
$11.4M 1.69%
162,048
18
$11.1M 1.65%
208,800
+45,600
19
$10.3M 1.52%
83,903
20
$9.82M 1.45%
211,900
21
$8.05M 1.19%
107,700
-77,600
22
$7.55M 1.12%
299,800
-18,800
23
$6.63M 0.98%
260,100
24
$6.29M 0.93%
+108,800
25
$5.79M 0.86%
100,300
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