HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.42B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
-$95.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$24.6M
2
+$20.5M
3
+$12.7M
4
WFC icon
Wells Fargo
WFC
+$9.53M
5
WMT icon
Walmart
WMT
+$8.27M

Sector Composition

1 Financials 45.95%
2 Healthcare 17.5%
3 Technology 12.12%
4 Consumer Staples 10.99%
5 Energy 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 0.63%
40,220
-75,700
27
$3.27M 0.61%
58,072
-51,900
28
$2.75M 0.51%
80,318
-57,200
29
$1.87M 0.35%
16,296
-500
30
$1.46M 0.27%
15,500
-2,200
31
$1.26M 0.23%
32,200
-1,000
32
$1.15M 0.21%
45,680
-20,400
33
$1.14M 0.21%
27,200
-800
34
$805K 0.15%
9,200
-300
35
$793K 0.15%
6,698
-239
36
$758K 0.14%
11,846
-341
37
$175K 0.03%
1,400
-100
38
$121K 0.02%
4,000
-100
39
– –
-15,550
1
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