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
$457M
AUM Growth
+$5.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.01M
3
+$2.95M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.91M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.23M

Top Sells

1
+$7.34M
2
+$4.6M
3
+$4.01M
4
QCOM icon
Qualcomm
QCOM
+$759K
5
BK icon
Bank of New York Mellon
BK
+$167K

Sector Composition

1 Financials 68.21%
2 Healthcare 10.18%
3 Technology 4.34%
4 Industrials 4.02%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$239M 52.21%
750
+6
2
$37.9M 8.28%
800,310
3
$17.6M 3.86%
101,598
4
$13.7M 3%
94,616
+20,348
5
$13.5M 2.96%
97,153
+25,980
6
$10.2M 2.23%
231,266
-3,790
7
$9.35M 2.05%
96,040
+30,910
8
$9.31M 2.04%
73,472
9
$7.91M 1.73%
29,375
+1,720
10
$7.56M 1.65%
139,600
11
$6.56M 1.43%
132,580
12
$6.54M 1.43%
59,670
13
$6.08M 1.33%
119,021
14
$5.95M 1.3%
34,020
15
$5.86M 1.28%
29,980
16
$5.74M 1.26%
28,600
17
$5.71M 1.25%
15,600
18
$4.72M 1.03%
53,335
19
$4.17M 0.91%
61,085
20
$3.22M 0.7%
16,296
21
$3.21M 0.7%
125,940
22
$2.94M 0.64%
62,010
23
$2.79M 0.61%
32,200
24
$2.76M 0.6%
32,870
25
$2.13M 0.47%
29,743
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