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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 | |
|---|---|---|---|---|---|---|
51
Visa
V
$690B
| $2.26M | 0.7% |
+49,392
| New | +$2.16M |
|
52
W.R. Berkley
WRB
$26.5B
| $2.22M | 0.69% |
+183,094
| New | +$2.31M |
|
53
3M
MMM
$93.6B
| $2.21M | 0.69% |
+24,164
| New | +$2.19M |
|
|
XEC
54
DELISTED
CIMAREX ENERGY CO
XEC
| $2.16M | 0.67% |
+33,244
| New | +$2.36M |
|
55
Intuitive Surgical
ISRG
$130B
| $1.93M | 0.6% |
+34,308
| New | +$1.89M |
|
56
Tapestry
TPR
$31.5B
| $1.86M | 0.58% |
+32,645
| New | +$1.84M |
|
57
NextEra Energy
NEE
$182B
| $1.83M | 0.57% |
+89,960
| New | +$1.78M |
|
58
Paychex
PAYX
$42.2B
| $1.79M | 0.56% |
+49,145
| New | +$1.81M |
|
59
Union Pacific
UNP
$176B
| $1.79M | 0.56% |
+23,178
| New | +$1.75M |
|
60
Cisco
CSCO
$480B
| $1.75M | 0.54% |
+71,887
| New | +$1.62M |
|
|
PCP
61
DELISTED
PRECISION CASTPARTS CORP
PCP
| $1.73M | 0.54% |
+7,646
| New | +$1.55M |
|
62
Goldman Sachs
GS
$311B
| $1.67M | 0.52% |
+11,029
| New | +$1.68M |
|
63
Loews
L
$23.7B
| $1.65M | 0.51% |
+37,100
| New | +$1.66M |
|
64
CME Group
CME
$94.4B
| $1.64M | 0.51% |
+21,545
| New | +$1.41M |
|
65
Cognizant
CTSH
$25.3B
| $1.61M | 0.5% |
+51,554
| New | +$1.71M |
|
66
Liberty Global Class A
LBTYA
$3.72B
| $1.61M | 0.5% |
+53,019
| New | +$1.62M |
|
|
AGN
67
DELISTED
Allergan Inc
AGN
| $1.56M | 0.48% |
+18,470
| New | +$1.92M |
|
68
Constellation Brands
STZ
$22.4B
| $1.51M | 0.47% |
+28,905
| New | +$1.46M |
|
|
MON
69
DELISTED
Monsanto Co
MON
| $1.49M | 0.47% |
+15,111
| New | +$1.58M |
|
70
Church & Dwight Co
CHD
$24.4B
| $1.48M | 0.46% |
+47,824
| New | +$1.49M |
|
71
Aflac
AFL
$63.7B
| $1.46M | 0.46% |
+50,334
| New | +$1.37M |
|
72
Home Depot
HD
$347B
| $1.44M | 0.45% |
+18,546
| New | +$1.39M |
|
|
APC
73
DELISTED
Anadarko Petroleum
APC
| $1.42M | 0.44% |
+16,473
| New | +$1.42M |
|
74
Essential Utilities
WTRG
$11.2B
| $1.38M | 0.43% |
+54,944
| New | +$1.4M |
|
75
Caterpillar
CAT
$404B
| $1.37M | 0.43% |
+16,585
| New | +$1.41M |
|
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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.