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
$385M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$5.34M
3
+$2.2M
4
MMM icon
3M
MMM
+$1.35M
5
BUD icon
AB InBev
BUD
+$977K

Top Sells

1
+$3.66M
2
+$2.94M
3
+$1.57M
4
GE icon
GE Aerospace
GE
+$1.44M
5
SJB icon
ProShares Short High Yield
SJB
+$428K

Sector Composition

1 Financials 69.82%
2 Healthcare 14.41%
3 Technology 3.56%
4 Industrials 2.81%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.41%
20,470
27
$1.48M 0.38%
31,900
28
$1.4M 0.36%
10,400
29
$1.36M 0.35%
27,200
30
$949K 0.25%
11,730
31
$899K 0.23%
6,900
32
$857K 0.22%
20,898
33
$747K 0.19%
13,303
34
$587K 0.15%
10,800
35
$492K 0.13%
23,600
-75,200
36
$481K 0.12%
4,380
37
$414K 0.11%
3,100
38
$412K 0.11%
4,830
39
$376K 0.1%
14,158
+7,079
40
$293K 0.08%
1,400
41
$225K 0.06%
3,466
42
$196K 0.05%
4,018
43
$94K 0.02%
2,940
44
$83K 0.02%
4,983
+3,673
45
– –
-9,830
46
– –
-2,738
47
– –
-1,860
48
– –
-22,285
49
– –
-24,968
50
– –
-18,300
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