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
$1.09B
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$9.8M
3
+$9.55M
4
WAT icon
Waters Corp
WAT
+$4.84M
5
VLTO icon
Veralto
VLTO
+$1.77M

Top Sells

1
+$12M
2
+$4.91M
3
+$4.6M
4
PSX icon
Phillips 66
PSX
+$2.62M
5
MO icon
Altria Group
MO
+$2.62M

Sector Composition

1 Financials 60.65%
2 Communication Services 9.26%
3 Healthcare 8.53%
4 Industrials 4.57%
5 Technology 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$612M 56.17%
1,127
2
$101M 9.26%
721,761
-86,216
3
$34.8M 3.19%
79,572
4
$26.2M 2.41%
100,566
5
$21.4M 1.97%
234,093
6
$21.4M 1.96%
136,468
-6,665
7
$19.2M 1.76%
+905,486
8
$17M 1.56%
127,926
-19,712
9
$16.3M 1.49%
104,963
10
$15.3M 1.41%
66,269
-3,406
11
$14.1M 1.29%
31,029
12
$14M 1.29%
72,818
-9,606
13
$12.7M 1.16%
313,924
-64,920
14
$12.4M 1.14%
31,689
15
$11.9M 1.1%
144,952
16
$10.5M 0.96%
25,500
17
$9.8M 0.9%
+126,634
18
$9.55M 0.88%
+207,291
19
$8.5M 0.78%
15,600
20
$8.13M 0.75%
119,021
21
$7.77M 0.71%
21,787
+1,900
22
$7.57M 0.7%
22,997
+14,711
23
$5.92M 0.54%
17,547
24
$5.49M 0.5%
33,288
25
$5.31M 0.49%
32,200
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