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
$995M
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$1.82M
3
+$1.15M
4
BABA icon
Alibaba
BABA
+$910K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$810K

Top Sells

1
+$7.11M
2
+$2.08M
3
+$1.88M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.82M
5
DHR icon
Danaher
DHR
+$987K

Sector Composition

1 Financials 64.72%
2 Healthcare 10.6%
3 Communication Services 7.87%
4 Industrials 4.41%
5 Technology 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$595M 59.79%
1,125
2
$78.4M 7.87%
563,460
+620
3
$26.3M 2.65%
211,473
+9,203
4
$23M 2.31%
129,949
+537
5
$22.9M 2.3%
55,250
6
$21.4M 2.15%
409,608
+34,800
7
$20.5M 2.06%
92,239
-9,359
8
$18.1M 1.82%
69,675
-3,797
9
$17.8M 1.79%
110,077
10
$16.4M 1.65%
94,155
-10,781
11
$16.1M 1.62%
144,952
12
$12.9M 1.3%
29,236
+1,447
13
$12.8M 1.28%
147,638
14
$11.3M 1.13%
227,204
15
$10.1M 1.02%
29,980
16
$9.19M 0.92%
+133,423
17
$8.14M 0.82%
25,500
18
$7.37M 0.74%
15,600
19
$6.99M 0.7%
125,940
20
$6.74M 0.68%
22,325
-6,034
21
$5.98M 0.6%
112,570
22
$5.93M 0.6%
81,141
23
$5.37M 0.54%
35,131
-2,669
24
$4.27M 0.43%
32,200
25
$3.89M 0.39%
32,870
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