HIFS
Hingham Institution for Savings Portfolio holdings
AUM
$122M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$122M
AUM Growth
–
Holding
12
Top Buys
| 1 | +$46.6M | |
| 2 | +$20.8M | |
| 3 | +$20.7M | |
| 4 |
CBNA
Chain Bridge Bancorp
CBNA
|
+$10.2M |
| 5 |
Mastercard
MA
|
+$9.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 59.52% |
| 2 | Communication Services | 38.2% |
| 3 | Industrials | 2.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.01T
| $46.6M | 38.2% |
+148,950
|
|
||
2
Berkshire Hathaway Class B
BRK.B
$1.09T
| $20.8M | 17.07% |
+41,450
|
|
||
3
Visa
V
$633B
| $20.7M | 17% |
+59,150
|
|
||
|
CBNA
4
Chain Bridge Bancorp
CBNA
$239M
| $10.2M | 8.33% |
+293,565
|
|
||
|
5
Mastercard
MA
$493B
| $9.65M | 7.91% |
+16,900
|
|
||
6
S&P Global
SPGI
$137B
| $4.96M | 4.07% |
+9,500
|
|
||
7
HEICO Corp Class A
HEI.A
$34.6B
| $2.78M | 2.28% |
+11,000
|
|
||
8
RLI Corp
RLI
$5.69B
| $1.92M | 1.57% |
+30,000
|
|
||
|
9
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.51M | 1.24% |
+2
|
|
||
10
Progressive
PGR
$122B
| $1.48M | 1.21% |
+6,500
|
|
||
11
Moody's
MCO
$81.7B
| $1.28M | 1.05% |
+2,500
|
|
||
12
John Marshall Bancorp
JMSB
$296M
| $100K | 0.08% |
+5,000
|
|