HTI

Hikari Tsushin Inc Portfolio holdings

AUM $1.49B
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$190K
2 +$137K
3 +$117K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.7K

Top Sells

1 +$6.05M
2 +$3.06M
3 +$3.01M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.39M

Sector Composition

1 Financials 64.74%
2 Healthcare 7.43%
3 Communication Services 6.15%
4 Industrials 4.38%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.17M 0.35%
43,228
27
$5.04M 0.34%
19,873
28
$5.03M 0.34%
19,016
+146
29
$4.95M 0.33%
81,141
30
$4.89M 0.33%
28,722
31
$4.63M 0.31%
83,901
32
$4.36M 0.29%
32,870
33
$4.27M 0.29%
56,180
34
$3.86M 0.26%
10,283
35
$3.26M 0.22%
54,954
36
$3.18M 0.21%
10,400
37
$3.15M 0.21%
34,607
38
$3.14M 0.21%
13,562
39
$2.93M 0.2%
8,911
40
$2.63M 0.18%
14,382
41
$2.29M 0.15%
65,646
42
$2.1M 0.14%
21,546
43
$1.63M 0.11%
23,512
44
$1.5M 0.1%
5,901
45
$1.47M 0.1%
1,060
46
$1.42M 0.1%
20,898
47
$1.32M 0.09%
1,400
48
$1.29M 0.09%
39,267
49
$1.16M 0.08%
17,728
50
$791K 0.05%
8,812