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
$1.49B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$137K
3
+$117K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71.4K
5
VHT icon
Vanguard Health Care ETF
VHT
+$38.7K

Top Sells

1
+$6.05M
2
+$3.06M
3
+$3.01M
4
AAPL icon
Apple
AAPL
+$2.46M
5
MO icon
Altria Group
MO
+$1.39M

Sector Composition

1 Financials 64.74%
2 Healthcare 7.43%
3 Communication Services 6.15%
4 Industrials 4.38%
5 Technology 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$900M 60.31%
1,127
2
$91.8M 6.15%
593,415
-19,471
3
$51.4M 3.45%
2,483,848
4
$42.4M 2.85%
82,602
-5,947
5
$35.2M 2.36%
100,566
6
$28M 1.88%
190,549
-41,223
7
$27.1M 1.81%
343,165
8
$26M 1.74%
570,196
9
$22.7M 1.52%
136,918
10
$22M 1.47%
104,963
11
$16.7M 1.12%
277,957
-23,122
12
$15.3M 1.02%
123,691
13
$14.8M 0.99%
31,689
14
$14.2M 0.95%
31,793
15
$13.3M 0.89%
64,712
-1,557
16
$13M 0.87%
144,952
17
$12.6M 0.85%
23,694
+134
18
$11.9M 0.8%
25,500
19
$9.2M 0.62%
15,600
20
$8.69M 0.58%
17,547
21
$8.48M 0.57%
22,997
22
$7.8M 0.52%
32,200
23
$6.18M 0.41%
51,986
+1,154
24
$5.78M 0.39%
119,021
25
$5.55M 0.37%
32,239
-1,049
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