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
$341M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.64M
3
+$558K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$549K
5
JNJ icon
Johnson & Johnson
JNJ
+$537K

Top Sells

No sells this quarter

Sector Composition

1 Financials 75.19%
2 Healthcare 12.34%
3 Technology 3.08%
4 Industrials 2.7%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$200M 58.67%
728
+2
2
$44.1M 12.95%
800,310
3
$10.7M 3.14%
101,598
4
$7M 2.05%
53,810
+4,130
5
$6.8M 1.99%
139,600
6
$6.66M 1.95%
276,560
7
$5.59M 1.64%
73,472
8
$5.18M 1.52%
29,493
+3,181
9
$5.07M 1.49%
65,130
10
$4.09M 1.2%
82,110
11
$4M 1.17%
67,360
12
$4M 1.17%
28,600
13
$3.95M 1.16%
102,060
+68,040
14
$3.8M 1.11%
15,600
15
$3.62M 1.06%
61,085
16
$3.07M 0.9%
15,000
17
$2.81M 0.82%
+12,160
18
$2.25M 0.66%
28,972
19
$2.13M 0.62%
32,200
20
$2.1M 0.61%
16,296
21
$1.75M 0.51%
32,870
22
$1.67M 0.49%
22,100
23
$1.46M 0.43%
27,200
24
$1.43M 0.42%
98,800
25
$1.23M 0.36%
31,900
1
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