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
$106M
AUM Growth
+$891K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$514K
3
+$489K
4
RTN
Raytheon Company
RTN
+$484K
5
MDT icon
Medtronic
MDT
+$306K

Top Sells

1
+$1.74M
2
+$1.24M
3
+$1.03M
4
O icon
Realty Income
O
+$968K
5
BMY icon
Bristol-Myers Squibb
BMY
+$436K

Sector Composition

1 Healthcare 17.32%
2 Consumer Staples 15.61%
3 Industrials 15.16%
4 Technology 12.89%
5 Consumer Discretionary 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 1.59%
25,673
-425
27
$1.58M 1.49%
26,562
+4,195
28
$1.54M 1.45%
28,728
+1,911
29
$1.44M 1.35%
15,927
+297
30
$1.4M 1.32%
28,864
-695
31
$1.29M 1.21%
8,065
-20
32
$1.26M 1.19%
7,450
-54
33
$1.23M 1.16%
11,808
-180
34
$1.16M 1.09%
13,337
-475
35
$1.14M 1.07%
25,097
+370
36
$1.02M 0.96%
17,576
-842
37
$1.01M 0.95%
22,622
-400
38
$994K 0.93%
13,286
+606
39
$941K 0.89%
7,063
-60
40
$891K 0.84%
12,085
+235
41
$831K 0.78%
14,919
-7,834
42
$827K 0.78%
22,930
-890
43
$812K 0.76%
10,942
+130
44
$785K 0.74%
14,170
-340
45
$757K 0.71%
12,376
+657
46
$699K 0.66%
13,070
-18,092
47
$693K 0.65%
20,538
48
$689K 0.65%
4,489
+241
49
$669K 0.63%
3,833
-25
50
$664K 0.62%
3,856
+1,215
1
2
3 4