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
$105M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$355K
3
+$226K
4
SYK icon
Stryker
SYK
+$204K
5
UNP icon
Union Pacific
UNP
+$119K

Top Sells

1
+$267K
2
+$240K
3
+$218K
4
PBCT
People's United Financial Inc
PBCT
+$195K
5
D icon
Dominion Energy
D
+$187K

Sector Composition

1 Healthcare 16.52%
2 Consumer Staples 15.93%
3 Industrials 14.94%
4 Technology 13.43%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.65%
34,862
-4,826
27
$1.73M 1.64%
24,354
-723
28
$1.66M 1.58%
13,906
-11
29
$1.36M 1.29%
8,085
-425
30
$1.34M 1.27%
22,367
-325
31
$1.31M 1.25%
29,559
-631
32
$1.31M 1.24%
15,630
+605
33
$1.29M 1.22%
+26,817
34
$1.29M 1.22%
11,988
-565
35
$1.25M 1.19%
7,504
-56
36
$1.24M 1.18%
13,812
+325
37
$1.24M 1.17%
22,753
-1,460
38
$1.1M 1.05%
24,727
+2,115
39
$1.07M 1.02%
18,418
-1,223
40
$977K 0.93%
23,022
+50
41
$960K 0.91%
7,123
-707
42
$942K 0.89%
23,820
+70
43
$856K 0.81%
14,510
-370
44
$844K 0.8%
12,680
-165
45
$757K 0.72%
11,850
+350
46
$741K 0.7%
20,538
47
$737K 0.7%
10,812
+85
48
$711K 0.67%
11,719
+830
49
$707K 0.67%
8,507
-3,215
50
$684K 0.65%
15,873
-1,183
1
2
3 4