HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.5M
AUM Growth
-$699K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$331K
3
+$314K
4
ORCL icon
Oracle
ORCL
+$255K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.24M
2
+$438K
3
+$351K
4
BMO icon
Bank of Montreal
BMO
+$222K
5
AXP icon
American Express
AXP
+$211K

Sector Composition

1 Healthcare 22.59%
2 Consumer Staples 17.39%
3 Industrials 13.04%
4 Technology 11.87%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.76%
17,425
-3,600
27
$1.67M 1.73%
67,558
+297
28
$1.66M 1.72%
15,360
+40
29
$1.53M 1.58%
18,026
+100
30
$1.44M 1.49%
10,435
+580
31
$1.41M 1.47%
16,012
+1,294
32
$1.29M 1.34%
8,940
33
$1.15M 1.2%
24,392
+1,100
34
$1.05M 1.09%
22,059
+2,060
35
$1.01M 1.04%
8,485
+57
36
$980K 1.02%
14,140
+100
37
$920K 0.95%
22,711
-800
38
$890K 0.92%
11,000
+100
39
$836K 0.87%
23,173
-300
40
$811K 0.84%
14,344
-209
41
$782K 0.81%
22,330
-400
42
$771K 0.8%
7,760
43
$748K 0.78%
12,095
-417
44
$736K 0.76%
11,886
+1,538
45
$715K 0.74%
23,012
+600
46
$710K 0.74%
11,905
-1,825
47
$692K 0.72%
12,240
+500
48
$638K 0.66%
4,561
-52
49
$613K 0.64%
5,402
+150
50
$588K 0.61%
5,335
+745
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