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
$1.41B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$2.85M
3
+$2.77M
4
VEEV icon
Veeva Systems
VEEV
+$1.4M
5
AMTM
Amentum Holdings
AMTM
+$1.33M

Top Sells

1
+$7.79M
2
+$5.32M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$691K
5
MO icon
Altria Group
MO
+$656K

Sector Composition

1 Financials 59.35%
2 Healthcare 8.06%
3 Communication Services 7.84%
4 Industrials 5.22%
5 Technology 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$779M 55.31%
1,127
2
$110M 7.84%
665,529
-46,953
3
$52.2M 3.71%
2,483,848
+263,190
4
$46.4M 3.3%
87,999
+2,244
5
$31.7M 2.25%
231,772
6
$27.7M 1.96%
100,566
7
$27.6M 1.96%
343,165
+35,504
8
$26.2M 1.86%
570,196
+60,362
9
$22.2M 1.58%
136,918
10
$20.7M 1.47%
104,963
11
$18.5M 1.32%
31,703
-1,068
12
$18.4M 1.31%
66,269
13
$16.3M 1.15%
123,691
14
$15.4M 1.09%
301,079
-12,845
15
$15M 1.07%
31,689
16
$13.1M 0.93%
144,952
17
$12.2M 0.86%
25,500
18
$10.8M 0.77%
23,560
+143
19
$10.3M 0.73%
44,207
-22,815
20
$8.68M 0.62%
15,600
21
$8.62M 0.61%
17,547
22
$8.28M 0.59%
22,997
23
$7.39M 0.52%
119,021
24
$6.47M 0.46%
32,200
25
$5.96M 0.42%
50,832
1
2 3