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
$101M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$478K
3
+$278K
4
WMT icon
Walmart
WMT
+$209K
5
INTC icon
Intel
INTC
+$140K

Top Sells

1
+$1.49M
2
+$591K
3
+$416K
4
BLK icon
Blackrock
BLK
+$260K
5
STZ icon
Constellation Brands
STZ
+$241K

Sector Composition

1 Healthcare 17.74%
2 Technology 15.53%
3 Industrials 14.01%
4 Consumer Staples 13.19%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.51%
17,543
+400
27
$1.5M 1.5%
25,192
+325
28
$1.44M 1.44%
7,065
+25
29
$1.44M 1.43%
14,444
-50
30
$1.36M 1.36%
14,787
-630
31
$1.25M 1.24%
26,653
+2,985
32
$1.22M 1.21%
39,321
+6,738
33
$1.2M 1.2%
24,387
+70
34
$1.17M 1.16%
12,670
-65
35
$1.1M 1.09%
14,251
+83
36
$1.09M 1.08%
16,861
+885
37
$1.08M 1.08%
11,759
-52
38
$1.07M 1.07%
24,025
+945
39
$1.02M 1.02%
19,540
+1,040
40
$1.02M 1.01%
21,522
+580
41
$1.01M 1.01%
6,574
-475
42
$988K 0.98%
22,801
-81
43
$912K 0.91%
4,687
+420
44
$799K 0.79%
3,570
-210
45
$697K 0.69%
9,280
+600
46
$680K 0.68%
9,321
-120
47
$661K 0.66%
10,315
+1,720
48
$655K 0.65%
15,072
+2,644
49
$553K 0.55%
3,605
-260
50
$550K 0.55%
+38,100
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