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YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.56B
1-Year Est. Return
27.39%
This Fund
S&P 500
This Quarter
Est. Return
+1.94%
1 Year Est. Return
+27.39%
3 Year Est. Return
+85.72%
5 Year Est. Return
+104.16%
10 Year Est. Return
+409.93%
AUM
$321M
AUM Growth
–
Cap. Flow
+$321M
Cap. Flow
% of AUM
100.08%
Top 10 Holdings %
Top 10 Hldgs %
25.33%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$12.2M |
| 2 |
Ecolab
ECL
|
+$10M |
| 3 |
PepsiCo
PEP
|
+$8.94M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$8.34M |
| 5 |
Apple
AAPL
|
+$7.64M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 17.25% |
| 2 | Technology | 13.33% |
| 3 | Consumer Staples | 13.06% |
| 4 | Energy | 11.58% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$385B
| $4.04M | 1.26% |
+34,145
| New | +$4.13M |
|
27
Aon
AON
$75.9B
| $3.98M | 1.24% |
+61,800
| New | +$3.92M |
|
|
NWSA
28
DELISTED
NEWS CORPORATION CL-A
NWSA
| $3.84M | 1.2% |
+117,850
| New | +$3.75M |
|
29
Alerian MLP ETF
AMLP
$13B
| $3.84M | 1.2% |
+43,009
| New | +$3.8M |
|
30
APA Corp
APA
$13B
| $3.79M | 1.18% |
+45,200
| New | +$3.59M |
|
|
ESRX
31
DELISTED
Express Scripts Holding Company
ESRX
| $3.59M | 1.12% |
+58,214
| New | +$3.51M |
|
32
Amgen
AMGN
$204B
| $3.43M | 1.07% |
+34,729
| New | +$3.6M |
|
|
NBL
33
DELISTED
Noble Energy, Inc.
NBL
| $3.4M | 1.06% |
+56,593
| New | +$3.27M |
|
34
Clean Harbors
CLH
$16.4B
| $3.33M | 1.04% |
+65,815
| New | +$3.67M |
|
35
Nike
NKE
$63.3B
| $3.28M | 1.02% |
+103,100
| New | +$3.21M |
|
36
Quanta Services
PWR
$102B
| $3.16M | 0.98% |
+119,287
| New | +$3.31M |
|
37
AT&T
T
$162B
| $3.14M | 0.98% |
+117,543
| New | +$3.27M |
|
|
CMCSK
38
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $3M | 0.94% |
+75,750
| New | +$3M |
|
39
Qualcomm
QCOM
$159B
| $2.97M | 0.93% |
+48,632
| New | +$3.1M |
|
40
Stryker
SYK
$131B
| $2.95M | 0.92% |
+45,647
| New | +$3.03M |
|
41
UnitedHealth
UNH
$377B
| $2.95M | 0.92% |
+45,007
| New | +$2.8M |
|
42
Liberty Global Class C
LBTYK
$3.63B
| $2.92M | 0.91% |
+106,203
| New | +$2.97M |
|
43
Morgan Stanley
MS
$332B
| $2.89M | 0.9% |
+118,225
| New | +$2.8M |
|
44
Yum! Brands
YUM
$40.6B
| $2.86M | 0.89% |
+57,316
| New | +$2.84M |
|
45
Bristol-Myers Squibb
BMY
$134B
| $2.84M | 0.89% |
+63,583
| New | +$2.76M |
|
46
Colgate-Palmolive
CL
$71.9B
| $2.74M | 0.85% |
+47,860
| New | +$2.84M |
|
47
Emerson Electric
EMR
$86.7B
| $2.71M | 0.84% |
+49,680
| New | +$2.79M |
|
|
EMC
48
DELISTED
EMC CORPORATION
EMC
| $2.57M | 0.8% |
+108,747
| New | +$2.56M |
|
49
GE Aerospace
GE
$383B
| $2.53M | 0.79% |
+22,747
| New | +$2.52M |
|
50
Pfizer
PFE
$143B
| $2.39M | 0.74% |
+89,852
| New | +$2.48M |
|
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YHB Investment Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for YHB Investment Advisors, which disclosed 141 positions worth $321M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is ExxonMobil: 135,977 shares worth $12.3M.
By sector, the portfolio is most concentrated in Healthcare at 17% of assets, followed by Technology and Consumer Staples.
- YHB Investment Advisors's largest Q2 2013 buy was ExxonMobil: 135,977 shares worth $12.3M.
- YHB Investment Advisors's ten largest holdings make up 25% of its $321M portfolio in Q2 2013.
- YHB Investment Advisors disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on YHB Investment Advisors's 13F filing for Q2 2013, filed 23 Jul 2013.