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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 | |
|---|---|---|---|---|---|---|
76
Veeco
VECO
$3.32B
| $1.35M | 0.42% |
+38,134
| New | +$1.43M |
|
77
Stanley Black & Decker
SWK
$15.5B
| $1.34M | 0.42% |
+17,355
| New | +$1.36M |
|
78
Intuit
INTU
$88.9B
| $1.33M | 0.42% |
+21,839
| New | +$1.32M |
|
79
Gilead Sciences
GILD
$166B
| $1.32M | 0.41% |
+25,844
| New | +$1.35M |
|
80
Flowserve
FLS
$10.2B
| $1.31M | 0.41% |
+24,204
| New | +$1.31M |
|
|
DISH
81
DELISTED
DISH Network Corp.
DISH
| $1.25M | 0.39% |
+29,350
| New | +$1.14M |
|
82
Intel
INTC
$513B
| $1.24M | 0.39% |
+51,286
| New | +$1.21M |
|
|
ALTR
83
DELISTED
Altera Corp
ALTR
| $1.24M | 0.38% |
+37,425
| New | +$1.23M |
|
|
CHL
84
DELISTED
China Mobile Limited
CHL
| $1.18M | 0.37% |
+22,865
| New | +$1.21M |
|
85
Morningstar
MORN
$7.55B
| $1.18M | 0.37% |
+15,150
| New | +$1.05M |
|
|
ABB
86
DELISTED
ABB Ltd
ABB
| $1.15M | 0.36% |
+52,855
| New | +$1.17M |
|
87
Vanguard Real Estate ETF
VNQ
$38.9B
| $1.06M | 0.33% |
+15,490
| New | +$1.13M |
|
88
US Bancorp
USB
$100B
| $1.02M | 0.32% |
+28,320
| New | +$972K |
|
|
QEP
89
DELISTED
QEP RESOURCES, INC.
QEP
| $996K | 0.31% |
+35,850
| New | +$1.04M |
|
90
Toronto Dominion Bank
TD
$200B
| $983K | 0.31% |
+24,452
| New | +$985K |
|
91
Fastenal
FAST
$57.5B
| $976K | 0.3% |
+85,236
| New | +$1.05M |
|
92
Amphenol
APH
$215B
| $973K | 0.3% |
+99,888
| New | +$957K |
|
93
Dentsply Sirona
XRAY
$2.81B
| $971K | 0.3% |
+23,707
| New | +$988K |
|
94
Fidelity National Information Services
FIS
$22.5B
| $970K | 0.3% |
+22,635
| New | +$967K |
|
95
American Express
AXP
$236B
| $952K | 0.3% |
+12,736
| New | +$906K |
|
96
Jacobs Solutions
J
$17.1B
| $952K | 0.3% |
+20,879
| New | +$927K |
|
97
Verizon
VZ
$192B
| $929K | 0.29% |
+18,449
| New | +$942K |
|
98
ConocoPhillips
COP
$142B
| $895K | 0.28% |
+14,789
| New | +$899K |
|
|
DD
99
DELISTED
Du Pont De Nemours E I
DD
| $890K | 0.28% |
+17,845
| New | +$901K |
|
100
Novartis
NVS
$293B
| $822K | 0.26% |
+12,974
| New | +$844K |
|
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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.