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
$376M
AUM Growth
-$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$2.04M
3 +$166K

Top Sells

1 +$22.7M
2 +$13.7M
3 +$6.36M
4
QCOM icon
Qualcomm
QCOM
+$5.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.9M

Sector Composition

1 Financials 54.46%
2 Healthcare 16.22%
3 Technology 12.07%
4 Consumer Staples 11.72%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$142M 37.74%
726
-20
2
$53.9M 14.36%
1,050,510
-441,650
3
$34.2M 9.11%
853,173
4
$21.1M 5.62%
152,193
5
$15M 3.99%
553,140
-61,460
6
$12.7M 3.37%
286,100
-87,477
7
$12.2M 3.24%
+381,600
8
$9.87M 2.63%
375,900
9
$9.74M 2.59%
134,730
-14,969
10
$9.28M 2.47%
99,360
-11,000
11
$8.83M 2.35%
186,030
-20,670
12
$8.72M 2.32%
130,270
-14,472
13
$7.08M 1.88%
101,598
14
$4.5M 1.2%
69,472
-7,720
15
$3.79M 1.01%
175,578
16
$3.48M 0.93%
68,130
-24,093
17
$3.24M 0.86%
59,550
-6,617
18
$2.89M 0.77%
40,220
19
$2.64M 0.7%
65,750
-7,303
20
$2.04M 0.54%
+28,972
21
$1.79M 0.48%
16,296
22
$1.33M 0.35%
32,200
23
$1.11M 0.3%
27,200
24
$880K 0.23%
31,900
25
$875K 0.23%
20,898