HCM
Hall Capital Management Portfolio holdings
AUM
$237M
This Quarter Return
+3.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$4.24M |
| 2 |
Johnson & Johnson
JNJ
|
$4.11M |
| 3 |
Automatic Data Processing
ADP
|
$4.04M |
| 4 |
Exxon Mobil
XOM
|
$3.93M |
| 5 |
Paychex
PAYX
|
$3.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.43% |
| 2 | Consumer Staples | 16.12% |
| 3 | Industrials | 14.58% |
| 4 | Technology | 13.65% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Welltower
WELL
$113B
| $1.68M | 1.63% |
+25,077
| New | +$1.68M |
|
27
Honeywell
HON
$139B
| $1.55M | 1.5% |
+13,339
| New | +$1.55M |
|
28
Apple
AAPL
$3.45T
| $1.49M | 1.45% |
+12,891
| New | +$1.49M |
|
29
Chevron
CVX
$324B
| $1.48M | 1.44% |
+12,553
| New | +$1.48M |
|
30
Bristol-Myers Squibb
BMY
$96B
| $1.42M | 1.38% |
+24,213
| New | +$1.42M |
|
31
Costco
COST
$418B
| $1.36M | 1.33% |
+8,510
| New | +$1.36M |
|
32
Emerson Electric
EMR
$74.3B
| $1.27M | 1.23% |
+22,692
| New | +$1.27M |
|
33
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.23M | 1.2% |
+7,560
| New | +$1.23M |
|
34
Abbott
ABT
$231B
| $1.16M | 1.13% |
+30,190
| New | +$1.16M |
|
35
Procter & Gamble
PG
$368B
| $1.13M | 1.1% |
+13,487
| New | +$1.13M |
|
36
Darden Restaurants
DRI
$24.1B
| $1.09M | 1.06% |
+15,025
| New | +$1.09M |
|
37
Starbucks
SBUX
$100B
| $1.09M | 1.06% |
+19,641
| New | +$1.09M |
|
38
Truist Financial
TFC
$60.4B
| $1.06M | 1.04% |
+22,612
| New | +$1.06M |
|
|
WBA
39
DELISTED
Walgreens Boots Alliance
WBA
| $970K | 0.94% |
+11,722
| New | +$970K |
|
40
Coca-Cola
KO
$297B
| $952K | 0.93% |
+22,972
| New | +$952K |
|
41
Clorox
CLX
$14.5B
| $939K | 0.91% |
+7,830
| New | +$939K |
|
42
General Mills
GIS
$26.4B
| $919K | 0.89% |
+14,880
| New | +$919K |
|
43
TJX Companies
TJX
$152B
| $892K | 0.87% |
+11,875
| New | +$892K |
|
44
Novartis
NVS
$245B
| $838K | 0.82% |
+11,510
| New | +$838K |
|
45
T Rowe Price
TROW
$23.6B
| $807K | 0.79% |
+10,727
| New | +$807K |
|
46
Mondelez International
MDLZ
$79.5B
| $756K | 0.74% |
+17,056
| New | +$756K |
|
47
Intel
INTC
$107B
| $744K | 0.72% |
+20,538
| New | +$744K |
|
48
Yum! Brands
YUM
$40.8B
| $728K | 0.71% |
+11,500
| New | +$728K |
|
49
Merck
MRK
$210B
| $611K | 0.6% |
+10,390
| New | +$611K |
|
50
Home Depot
HD
$405B
| $587K | 0.57% |
+4,378
| New | +$587K |
|