MHIC
Marble Harbor Investment Counsel Portfolio holdings
AUM
$936M
1-Year Est. Return
16.84%
This Fund
S&P 500
1 Year Est. Return
+16.84%
AUM
$850M
AUM Growth
-$17.6M
(-2%)
Holding
212
Top Buys
| 1 | +$2.41M | |
| 2 | +$789K | |
| 3 | +$752K | |
| 4 |
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
|
+$352K |
| 5 |
Ares Capital
ARCC
|
+$334K |
Top Sells
| 1 | +$5.51M | |
| 2 | +$3.6M | |
| 3 | +$2.54M | |
| 4 |
Healthcare Realty
HR
|
+$974K |
| 5 |
Air Products & Chemicals
APD
|
+$856K |
Sector Composition
| 1 | Technology | 26.31% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Staples | 8.37% |
| 4 | Financials | 8.33% |
| 5 | Industrials | 7.2% |