HTI
Hikari Tsushin Inc Portfolio holdings
AUM
$1.42B
This Quarter Return
-0.17%
1 Year Return
+16.59%
3 Year Return
+69.38%
5 Year Return
–
10 Year Return
–
AUM
$484M
AUM Growth
+$484M
(+5.8%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
81.1%
Holding
55
New
1
Increased
10
Reduced
–
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$16.8M |
| 2 |
Wells Fargo
WFC
|
$4.89M |
| 3 |
3M
MMM
|
$3.78M |
| 4 |
Altria Group
MO
|
$1.41M |
| 5 |
Medtronic
MDT
|
$1.01M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$2.13M |
| 2 |
Wabtec
WAB
|
$1.73M |
| 3 |
Markel Group
MKL
|
$185K |
Sector Composition
| 1 | Financials | 68.51% |
| 2 | Healthcare | 10.1% |
| 3 | Technology | 4.09% |
| 4 | Industrials | 4.08% |
| 5 | Consumer Staples | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Colgate-Palmolive
CL
$67.9B
| – | – |
-29,743
| Closed | -$2.13M |
|
|
52
Markel Group
MKL
$24.8B
| – | – |
-170
| Closed | -$185K |
|
|
53
Wabtec
WAB
$33.1B
| – | – |
-24,115
| Closed | -$1.73M |
|