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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 %
100.08%
Top 10 Hldgs %
25.33%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$12.2M
2
ECL icon
Ecolab
ECL
+$10M
3
PEP icon
PepsiCo
PEP
+$8.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.34M
5
AAPL icon
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
UBNK
126
DELISTED
United Financial Bancorp, Inc.
UBNK
$357K 0.11%
+27,314
New +$356K
OXY icon
127
Occidental Petroleum
OXY
$53.5B
$333K 0.1%
+3,893
New +$329K
PBCT
128
DELISTED
People's United Financial Inc
PBCT
$294K 0.09%
+19,752
New +$269K
SDRL
129
DELISTED
Seadrill Limited Common Stock
SDRL
$289K 0.09%
+26
New +$270K
WMB icon
130
Williams Companies
WMB
$87.8B
$271K 0.08%
+8,357
New +$301K
TXT icon
131
Textron
TXT
$15.2B
$264K 0.08%
+10,150
New +$274K
GMCR
132
DELISTED
KEURIG GREEN MTN INC
GMCR
$261K 0.08%
+3,475
New +$235K
SO icon
133
Southern Company
SO
$107B
$257K 0.08%
+5,823
New +$268K
DRC
134
DELISTED
DRESSER-RAND GROUP INC
DRC
$252K 0.08%
+4,200
New +$248K
BA icon
135
Boeing
BA
$190B
$245K 0.08%
+2,395
New +$228K
UNFI icon
136
United Natural Foods
UNFI
$2.91B
$222K 0.07%
+4,120
New +$214K
ABMD
137
DELISTED
Abiomed Inc
ABMD
$219K 0.07%
+10,175
New +$204K
GIS icon
138
General Mills
GIS
$19.2B
$207K 0.06%
+4,257
New +$209K
FSLR icon
139
First Solar
FSLR
$25.4B
$205K 0.06%
+4,565
New +$203K
BAC icon
140
Bank of America
BAC
$442B
$170K 0.05%
+13,195
New +$168K
FTEK icon
141
Fuel Tech
FTEK
$45.2M
$121K 0.04%
+31,475
New +$123K
2 3 4 5
6

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TNBTD
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MSA
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BGCP
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FDCP
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LCM
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PMFA
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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.