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
$1.38B
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$345K
2
+$296K
3
+$114K
4
LMT icon
Lockheed Martin
LMT
+$43.7K
5
AMTM
Amentum Holdings
AMTM
+$33.6K

Top Sells

1
+$9.97M
2
+$8.61M

Sector Composition

1 Financials 60.15%
2 Communication Services 8.42%
3 Healthcare 7.53%
4 Industrials 4.95%
5 Technology 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$767M 55.71%
1,127
2
$116M 8.42%
612,886
-52,643
3
$52.3M 3.8%
2,483,848
4
$47.7M 3.46%
88,549
+550
5
$31.8M 2.31%
100,566
6
$29.9M 2.17%
231,772
7
$27M 1.96%
343,165
8
$26.4M 1.91%
570,196
9
$19.8M 1.44%
136,918
10
$18.7M 1.35%
104,963
11
$15.7M 1.14%
301,079
12
$15.4M 1.12%
31,793
+90
13
$15.2M 1.1%
66,269
14
$15M 1.09%
31,689
15
$14.1M 1.02%
123,691
16
$11.6M 0.84%
144,952
17
$10.7M 0.78%
23,560
18
$10.7M 0.78%
25,500
19
$9.16M 0.66%
17,547
20
$8.53M 0.62%
22,997
21
$8.11M 0.59%
15,600
22
$6.48M 0.47%
32,200
23
$6M 0.44%
33,288
24
$5.81M 0.42%
119,021
25
$5.72M 0.42%
43,228
1
2 3