HFS
HL Financial Services Portfolio holdings
AUM
$6.5B
1-Year Return
9.56%
This Quarter Return
+3.17%
1 Year Return
+9.56%
3 Year Return
+42.53%
5 Year Return
+67.24%
10 Year Return
–
AUM
$2.72B
AUM Growth
–
Cap. Flow
+$2.72B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.8%
Holding
523
New
522
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
+$111M |
| 2 |
Exxon Mobil
XOM
|
+$107M |
| 3 |
JPMorgan Chase
JPM
|
+$93.7M |
| 4 |
Home Depot
HD
|
+$90.7M |
| 5 |
Walt Disney
DIS
|
+$76.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.16% |
| 2 | Healthcare | 13.54% |
| 3 | Consumer Discretionary | 10.96% |
| 4 | Technology | 10.74% |
| 5 | Consumer Staples | 8.95% |
