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TI
Truehand Inc Portfolio holdings
AUM
$171M
1-Year Est. Return
25.9%
This Fund
S&P 500
This Quarter
Est. Return
-11.55%
1 Year Est. Return
+25.9%
3 Year Est. Return
+86.86%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
107.24%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$10.7M |
| 2 |
IRBT
iRobot
IRBT
|
+$5.68M |
| 3 |
Johnson & Johnson
JNJ
|
+$4.29M |
| 4 |
Sysco
SYY
|
+$3.99M |
| 5 |
ExxonMobil
XOM
|
+$3.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.44% |
| 2 | Healthcare | 17.65% |
| 3 | Consumer Staples | 16.18% |
| 4 | Industrials | 10.07% |
| 5 | Energy | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MZTI
126
The Marzetti Company
MZTI
$2.94B
| $25K | 0.02% |
+140
| New | +$23.8K |
|
127
PayPal
PYPL
$49.5B
| $25K | 0.02% |
+300
| New | +$25K |
|
128
Northwest Natural Holdings
NWN
$2.17B
| $24K | 0.02% |
+400
| New | +$26.7K |
|
129
HSBC
HSBC
$355B
| $23K | 0.02% |
+587
| New | +$23.5K |
|
130
MGE Energy Inc
MGEE
$3.11B
| $22K | 0.02% |
+375
| New | +$23.9K |
|
131
Newmont
NEM
$98.2B
| $22K | 0.02% |
+625
| New | +$20.3K |
|
|
AABA
132
DELISTED
Altaba Inc
AABA
| $22K | 0.02% |
+375
| New | +$23.1K |
|
133
Ameriprise Financial
AMP
$46.8B
| $21K | 0.02% |
+200
| New | +$25.1K |
|
|
FITB
134
Fifth Third Bancorp
FITB
$52B
| $21K | 0.02% |
+900
| New | +$23.7K |
|
135
Clorox
CLX
$11.6B
| $20K | 0.02% |
+130
| New | +$20.3K |
|
136
Hubbell
HUBB
$25.7B
| $20K | 0.02% |
+200
| New | +$21.9K |
|
137
Paychex
PAYX
$40.4B
| $20K | 0.02% |
+300
| New | +$20.3K |
|
138
NOV
NOV
$7.45B
| $18K | 0.02% |
+692
| New | +$23.9K |
|
139
Pitney Bowes
PBI
$2.42B
| $18K | 0.02% |
+2,970
| New | +$21.4K |
|
140
Toronto Dominion Bank
TD
$198B
| $18K | 0.02% |
+366
| New | +$20K |
|
141
CVS Health
CVS
$137B
| $17K | 0.01% |
+258
| New | +$19.3K |
|
142
Gilead Sciences
GILD
$161B
| $17K | 0.01% |
+266
| New | +$18.6K |
|
143
Northern Trust
NTRS
$22.2B
| $17K | 0.01% |
+202
| New | +$18.9K |
|
144
Occidental Petroleum
OXY
$57B
| $17K | 0.01% |
+284
| New | +$20K |
|
145
Target
TGT
$62.1B
| $17K | 0.01% |
+250
| New | +$19.2K |
|
146
Pentair
PNR
$10.2B
| $16K | 0.01% |
+424
| New | +$17.1K |
|
147
Expeditors International
EXPD
$22.9B
| $15K | 0.01% |
+216
| New | +$15.2K |
|
148
Aflac
AFL
$63.9B
| $14K | 0.01% |
+316
| New | +$14K |
|
|
CHX
149
DELISTED
ChampionX
CHX
| $14K | 0.01% |
+500
| New | +$18.4K |
|
150
AB InBev
BUD
$158B
| $13K | 0.01% |
+200
| New | +$15.3K |
|
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Truehand Inc's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Truehand Inc, which disclosed 203 positions worth $118M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Amazon: 128,720 shares worth $9.67M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, followed by Healthcare and Consumer Staples.
- Truehand Inc's largest Q4 2018 buy was Amazon: 128,720 shares worth $9.67M.
- Truehand Inc's ten largest holdings make up 35% of its $118M portfolio in Q4 2018.
- Truehand Inc disclosed 203 positions in Q4 2018, its first 13F filing on record.
Based on Truehand Inc's 13F filing for Q4 2018, filed 11 Feb 2019.